TOP 30 Client relationships in Melville, New York

103 results found

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.

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.

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.

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.

Yentl Polanco, Therapist, LCSW is a compassionate and experienced mental health professional located at 25 Melville Park Road in Melville, New York. As a Licensed Clinical Social Worker, Yentl provides therapy services to individuals seeking support and guidance in managing their mental health and emotional well-being. With a client-centered approach, Yentl offers a safe and nonjudgmental space for clients to explore their thoughts and feelings, develop coping strategies, and work towards personal growth and healing. Whether you are struggling with anxiety, depression, trauma, or relationship issues, Yentl is dedicated to helping you navigate life's challenges and improve your overall quality of life. Contact Yentl Polanco, Therapist, LCSW today to schedule a consultation and take the first step towards a healthier and happier you.

Secure a reliable insurance plan with Millennium Alliance Group, LLC located at 534 Broadhollow Road in Melville, New York. Since 1998, Millennium Alliance Group has been serving clients in Melville, NY, and over 30 states nationwide. As an independent insurance agency, we partner with our clients to assess and manage personal and business risks, costs, and opportunities. Our team is dedicated to building lifetime client relationships based on trust, confidence, and understanding, while delivering policies in simple terms. We offer coverage and risk management solutions for companies of all sizes, as well as solutions for attracting, retaining, and protecting your team. With a focus on Melville, NY, Long Island, NY, and the greater New York City area, we provide secure insurance solutions tailored to your needs. Contact us today to secure your insurance needs efficiently and effectively.

Loretta Avallone-Goerke is a professional counselor located at 275 Broadhollow Road in Melville, New York. With a focus on mental health and overall well-being, Loretta provides personalized counseling services to help individuals navigate through life's challenges. Whether you are seeking support for anxiety, depression, relationship issues, or simply looking for guidance and self-improvement, Loretta is dedicated to helping her clients achieve their goals. With a warm and compassionate approach, she creates a safe and supportive environment for her clients to explore their thoughts and emotions. Contact Loretta Avallone-Goerke today to begin your journey towards a healthier and happier life.

Steve Myrtil, Financial Professional at New York Life, located at 520 Broadhollow Road in Melville, New York, offers a wide range of financial and insurance services. They provide permanent policies with guaranteed death benefits and cash value, long-term coverage that is customizable to fit your needs and budget, and the ability to invest your policy's cash value in the market. They also offer assistance with everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. The institution can help with creating an investment strategy, estate planning, and insurance for employees, executives, or small business owners. They offer life insurance solutions tailored to your needs and budget, as well as resources and tools to help you prepare for the future. Steve Myrtil, as your Registered Representative & Insurance Agent, is dedicated to helping clients understand their options and achieve their financial goals. With a focus on personalized approaches and long-term relationships, Steve is committed to managing and updating your financial strategy as your life changes. Whether you are planning for retirement, protecting your family, or investing for the future, Steve Myrtil and New York Life can help guide you along the way.

Principal Financial Group, located at 48 South Service Road in Melville, New York, is a finance and insurance agency dedicated to helping individuals, businesses, and their employees achieve financial security. As part of the nationwide network of financial professionals affiliated with Principal Financial Group, we offer a range of services to meet our clients' needs. Our team is committed to building relationships and providing personalized solutions to help protect and grow your wealth. Whether you are looking for insurance products, life insurance, annuities, securities, or investment advisory services, our licensed professionals are here to assist you. Join us in making a difference in the financial well-being of our community. Let's work together to solve problems and create a brighter future.

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.

Gina Tedesco, Counselor is a trusted mental health professional located at 275 Broadhollow Road in Melville, New York. As a licensed counselor, Gina provides compassionate and personalized therapy services to help individuals overcome challenges and improve their overall well-being. Whether you are dealing with anxiety, depression, relationship issues, or any other mental health concern, Gina Tedesco is dedicated to supporting you on your journey to mental wellness. With a warm and welcoming approach, Gina creates a safe space for clients to explore their thoughts and emotions. If you are seeking guidance and support in navigating life's obstacles, Gina Tedesco, Counselor is here to help you thrive.

Long Island Counseling Services is a trusted health institution located at 150 Broadhollow Road in Melville, New York. Our dedicated team of experienced counselors provides professional and confidential mental health services to individuals, couples, and families in need. We offer a safe and supportive environment where clients can explore their thoughts and emotions, develop coping strategies, and work towards personal growth and healing. Whether you are struggling with anxiety, depression, relationship issues, or other mental health concerns, Long Island Counseling Services is here to help you on your journey to wellness. Contact us today to schedule an appointment and take the first step towards a happier and healthier life.

The Sweet Hollow Counseling Center is a reputable health institution located at 95 Old Country Road in Melville, New York. Our center offers a wide range of counseling services to help individuals cope with various mental health issues and life challenges. Our team of experienced and compassionate therapists provide personalized treatment plans to support our clients in achieving emotional well-being and personal growth. Whether you are struggling with anxiety, depression, relationship issues, or simply need someone to talk to, the Sweet Hollow Counseling Center is here to help. Contact us today to schedule an appointment and take the first step towards a healthier and happier life.

Matt Brazezicke, Counselor is a trusted mental health professional located at 275 Broadhollow Road in Melville, New York. As a dedicated counselor, Matt provides a safe and supportive environment for individuals seeking guidance and support in managing their mental health and well-being. With a compassionate and client-centered approach, Matt works collaboratively with clients to help them navigate through life's challenges and achieve personal growth. Whether you are struggling with anxiety, depression, relationship issues, or simply looking to improve your overall mental wellness, Matt Brazezicke, Counselor is here to help. Contact us today to schedule an appointment and take the first step towards a happier and healthier you.

Rebecca Fontanetta, Psychologist is a trusted mental health institution located at 275 Broadhollow Road in Melville, New York. As a licensed psychologist, Dr. Fontanetta offers professional counseling and therapy services to individuals seeking support for a wide range of mental health issues. With a compassionate and personalized approach, she helps her clients navigate through their challenges and achieve emotional well-being. Whether you are struggling with anxiety, depression, relationship issues, or any other mental health concern, Dr. Fontanetta provides a safe and supportive environment for healing and growth. Contact Rebecca Fontanetta, Psychologist today to schedule an appointment and take the first step towards a healthier mind and a happier life.

Ryan Cleary, Counselor is a trusted mental health professional located at 275 Broadhollow Road in Melville, New York. As a counselor, Ryan Cleary provides expert guidance and support to individuals struggling with various mental health issues. With a compassionate and understanding approach, Ryan Cleary helps clients navigate their challenges and work towards healing and growth. Whether you are dealing with anxiety, depression, trauma, or relationship issues, Ryan Cleary is dedicated to helping you improve your mental well-being and overall quality of life. Book an appointment today and take the first step towards a healthier and happier future.

Lighthouse Mental Health Counseling Services, PLLC is a trusted institution located in Melville, New York, United States. Our team of experienced and compassionate counselors provide a wide range of mental health services to help individuals navigate through life's challenges. From anxiety and depression to relationship issues and trauma, we offer personalized counseling to support our clients on their journey towards healing and well-being. Visit us at 535 Broadhollow Road to discover the light of hope and healing in your mental health journey.

Jessica Weller, LMFT at Be Weller Psychotherapy is a leading mental health institution located at 900 Walt Whitman Road in Melville, New York. Specializing in individual, couples, and family therapy, Jessica Weller, a licensed marriage and family therapist, provides compassionate and effective counseling services to help clients navigate life's challenges and improve their emotional well-being. With a focus on promoting healing and personal growth, Be Weller Psychotherapy offers a safe and supportive environment for individuals seeking mental health support. Whether you are struggling with anxiety, depression, relationship issues, or other mental health concerns, Jessica Weller, LMFT is dedicated to helping you Be Weller.

Millicent Garofalo, LCSW-R Psychotherapist is a trusted mental health institution located at 900 Walt Whitman Road in Melville, New York, United States. As a licensed clinical social worker, Millicent Garofalo offers compassionate and personalized psychotherapy services to help individuals navigate through life's challenges and improve their mental well-being. With a focus on creating a safe and supportive environment, clients can expect to receive expert guidance and support in addressing their mental health concerns. Whether dealing with anxiety, depression, relationship issues, or other mental health issues, Millicent Garofalo is dedicated to helping clients achieve emotional healing and personal growth.

Stacy Pellettieri, LCSW-R is a health institution located at 150 Broadhollow Road in Melville, New York, United States. As a licensed clinical social worker, Stacy Pellettieri provides professional counseling services to individuals seeking support for their mental health and emotional well-being. With a compassionate and client-centered approach, she offers personalized treatment plans to address a variety of issues such as anxiety, depression, trauma, and relationship problems. Stacy Pellettieri, LCSW-R is dedicated to helping her clients achieve personal growth and healing in a safe and supportive environment.

Renee Hoberman, Counselor is a trusted mental health institution located at 275 Broadhollow Road in Melville, New York, United States. As a skilled counselor, Renee Hoberman provides professional guidance and support to individuals seeking help with various mental health issues. With a compassionate and empathetic approach, Renee Hoberman offers personalized counseling sessions to help clients navigate through their challenges and improve their overall well-being. Whether you are dealing with anxiety, depression, relationship issues, or other mental health concerns, Renee Hoberman is dedicated to helping you achieve mental wellness and personal growth.

Alyssa Slansky, LMFT is a mental health institution located at 20 Broadhollow Road in Melville, New York. As a licensed marriage and family therapist, Alyssa Slansky provides professional counseling services to individuals, couples, and families seeking support for a variety of mental health concerns. With a compassionate and client-centered approach, Alyssa Slansky helps clients navigate through life's challenges and improve their overall well-being. Whether you are struggling with relationship issues, anxiety, depression, or other mental health issues, Alyssa Slansky, LMFT is here to provide the guidance and support you need to lead a happier and healthier 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.

Noreen Digiose, Counselor is a reputable health institution located at 275 Broadhollow Road in Melville, New York, United States. As a dedicated counselor, Noreen Digiose offers professional guidance and support to individuals seeking help with their mental health and emotional well-being. With a compassionate and empathetic approach, Noreen Digiose provides personalized counseling services to address a wide range of issues including anxiety, depression, relationship problems, and more. Clients can trust in the expertise and experience of Noreen Digiose to help them navigate their challenges and work towards a healthier and happier life.

Akili Carter, Counselor is a trusted mental health institution located at 275 Broadhollow Road in Melville, New York, United States. As a professional counselor, Akili Carter provides compassionate and effective therapy services to individuals seeking support for a variety of mental health concerns. With a focus on holistic well-being and personalized treatment plans, Akili Carter is dedicated to helping clients navigate their mental health challenges and achieve emotional wellness. Whether you are struggling with anxiety, depression, relationship issues, or other psychological issues, Akili Carter, Counselor is committed to providing expert care in a safe and supportive environment.