Client relationships in Melville, New York

Merrill Lynch Financial Advisor Jeffrey Wang is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Our mission is to understand you and what matters most to you, in order to design and implement a personalized financial plan to help you pursue your goals and manage investment risk. We believe in a client-centered approach that focuses on turning your aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a customized approach to address your financial needs. Our team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. We offer advice and guidance to help you achieve your goals, with a focus on long-term success and short-term opportunities. Let's work together to help you achieve your financial aspirations.

Robert Campbell - TIAA Wealth Management Advisor is a reputable finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Robert Campbell provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored solutions, Robert Campbell - TIAA Wealth Management Advisor is committed to helping individuals and families secure their financial future. Visit their office in Melville, New York to learn more about their comprehensive financial planning services.

Stephen Kaplan - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-tier financial services, Stephen Kaplan - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals 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, Stephen Kaplan - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you achieve financial success.

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.

Merrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.

Merrill Lynch Financial Advisor John R Holst is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. As a Senior Resident Director - Wealth Management Advisor, John R Holst and his team are dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and the banking convenience of Bank of America, they provide a wide range of opportunities including investments, retirement income planning, estate planning services, and philanthropy. The Holst Kelley Wealth Management Group specializes in understanding the unique needs of clients who are passionate about yachting, offering tailored financial strategies to help them achieve their goals. By utilizing the Investment Personality Assessment, they customize financial approaches to align with individual preferences and goals. With a focus on helping clients reach their financial aspirations, the team at Merrill Lynch Wealth Management is committed to providing comprehensive financial solutions and personalized investment strategies.

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.

Unitas Wealth Management is a premier financial institution located at 395 North Service Road in Melville, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Unitas Wealth Management offers tailored solutions to meet your specific needs. With a focus on transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.

David M Barnett is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Your journey to finding the right advisor begins with a name and location. Investing comes with risks, and there is always the potential to lose money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice. It is recommended to consult with your legal and/or tax advisors before making any financial decisions. Merrill offers a wide range of brokerage, investment advisory, and other services. Additional information can be found in our Client Relationship Summary. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware, both subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch is a registered broker-dealer, registered investment adviser, and Member SIPC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. The institution strives to provide information about products and services that may be of interest to you. Relationship-based ads and online behavioral advertising help us achieve this goal. Please note that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies.

Welcome to Humantold, your trusted partner on the path to mental health and wellness. Conveniently located at 105 Maxess Road, Melville, New York, we are dedicated to helping individuals find the right clinician and care tailored to their unique mental health journey. At Humantold, we believe in the transformative power of human connection and self-awareness. Our mission is to provide resources and referrals that support your personal growth and help you overcome obstacles that may prevent you from living your fullest life. We are committed to making therapy and healing accessible to all, offering compassionate and evidence-based psychotherapy, psychological testing, and psychiatric services.

Welcome to the practice of Dr. Elaine Greenwald, a distinguished psychologist dedicated to providing compassionate mental health care in Melville, New York. Conveniently located at 5 Vauxhall Court, Dr. Greenwald offers a serene and welcoming environment where clients can explore their mental wellness journey with professional guidance and support. Dr. Greenwald specializes in a variety of psychological services, including individual therapy, couples counseling, and family therapy. With a focus on evidence-based practices, she is committed to helping clients navigate life's challenges, manage stress, and foster personal growth. Her holistic approach ensures that each treatment plan is tailored to meet the unique needs of every individual.

Welcome to Harris J. Zakarin, P.C., your trusted legal partner in Melville, New York. Conveniently located at 713 Walt Whitman Road, our firm is dedicated to providing exceptional legal services to individuals and businesses throughout the region. With a commitment to excellence and a personalized approach, Harris J. Zakarin, P.C. specializes in a broad range of legal areas to meet your unique needs. At Harris J. Zakarin, P.C., we understand the complexities and challenges that our clients face. Our experienced team of attorneys is here to guide you through every step of the legal process, ensuring that your rights are protected and your goals are achieved. Whether you need assistance with business law, real estate transactions, estate planning, or civil litigation, we offer expert advice and effective solutions tailored to your specific situation.

Welcome to The Ahearne Law Firm, P.L.L.C., your trusted partner in personal injury law located at 900 Walt Whitman Road, Melville, New York. As experienced personal injury attorneys serving the NYC and Hudson Valley areas, we are committed to securing the compensation you deserve. Whether you've suffered a brain injury, broken bone, burn, or other serious injury, our dedicated team is here to help you recover compensation for medical bills, lost wages, and pain and suffering. With over a decade of experience representing construction workers and other injury victims, we understand the complexities of personal injury cases. Founded in Warwick, NY in 2012, our firm has become a reliable advocate for those in need, combining legal expertise with a compassionate approach. We fight tirelessly against insurance companies to ensure you receive the full compensation you are entitled to.

Welcome to the Law Office of Daniel A Zahn PC, located at 342 Old Town Road, Setauket-East Setauket, New York 11733. We understand that choosing the right attorney is a critical decision, and we are here to provide you with dedicated and personalized legal services. Our firm specializes in select areas of law, including Legal Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury cases, serving clients in both New York and Vermont. At our firm, we prioritize the client above all else, embracing a philosophy that values "Quality" over "Quantity." With over 30 years of experience, we offer a unique, boutique-style legal practice that ensures you receive flexible, personal, and professional interaction. Mr. Zahn takes the time to understand your case thoroughly, allowing him to present it masterfully to a jury if necessary.

Welcome to Law Office Daniel A Zahn PC Located at 1597 Grundy Avenue, Holbrook, New York 11741, the Law Office of Daniel A Zahn PC is committed to providing personalized, one-on-one legal services. With over 30 years of experience, we specialize in handling cases related to Lawyer Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury in both New York and Vermont.

Welcome to Simonetti & Associates Located at 50 Station Road, Water Mill, New York, Simonetti & Associates is your trusted partner for navigating the complexities of family law. With over 75 years of combined experience, our team of dedicated attorneys specializes in divorce, divorce mediation, and other family law matters, offering "Really Unbelievable Solutions for all Legal Cases."

Law Offices of Daniel A. Zahn, PC Welcome to the Law Offices of Daniel A. Zahn, PC, where our commitment is to provide personalized, one-on-one legal services tailored to meet your needs. Located at 44 Club Lane, Remsenburg-Speonk, New York, we specialize in a select range of legal areas, including Lawyer Malpractice, Wrongful Death, Medical Malpractice, and Serious Personal Injury cases in New York and Vermont.

Welcome to Paul Morgenlander CPA, your trusted partner in accounting and finance located in the heart of Melville, New York. Situated at 900 Walt Whitman Road, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses alike. With years of experience and a commitment to excellence, Paul Morgenlander CPA offers a comprehensive range of services including tax preparation, bookkeeping, financial planning, and business consulting. Our team of skilled professionals is here to help you navigate the complexities of the financial world with personalized solutions designed to achieve your financial goals.

Welcome to Jerome Rosenberg PC, your trusted partner in accounting and finance solutions. Conveniently located at 35 Pinelawn Road, Melville, New York, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses in our community. At Jerome Rosenberg PC, we pride ourselves on delivering personalized attention and expert guidance to help you navigate the complexities of accounting and finance. Our experienced team of professionals is committed to ensuring your financial success through a comprehensive range of services, including tax planning and preparation, bookkeeping, financial consulting, and more.

Welcome to Atlantic Coast Bank, your trusted partner in financial services located conveniently at 900 Walt Whitman Road, Melville, New York. As a leading institution in the banking and finance industry, we are dedicated to providing exceptional service and a wide range of financial solutions to meet your unique needs. At Atlantic Coast Bank, we offer comprehensive banking services including personal and business accounts, loans, mortgages, and investment opportunities. Our state-of-the-art ATMs ensure you have 24/7 access to your funds, providing convenience and peace of mind. Whether you're looking to manage your daily finances, plan for the future, or grow your business, our team of experienced professionals is here to guide you every step of the way.

Welcome to Bastian James, your trusted insurance agency located at 225 Old Country Road, Melville, New York. At Bastian James, we are dedicated to providing comprehensive insurance solutions tailored to meet the unique needs of individuals, families, and businesses in our community. With a commitment to excellence and a focus on personalized service, our experienced team is here to guide you through the complexities of insurance with ease and confidence. Our wide range of insurance products includes home, auto, life, health, and business insurance, ensuring that you and your assets are well-protected. We understand that every client has different needs, and we take the time to understand your specific situation to offer the most suitable coverage options.

Welcome to CoStar Group, your trusted partner in real estate located in the heart of Melville, New York. Situated at 395 North Service Road, we are dedicated to providing exceptional real estate services tailored to meet the diverse needs of our clients. As a leading real estate agency, CoStar Group specializes in offering comprehensive property solutions, whether you're buying, selling, leasing, or investing in real estate. Our team of experienced professionals is committed to delivering personalized service and expert guidance throughout every step of your real estate journey. We pride ourselves on our in-depth market knowledge and innovative approach, ensuring that you receive the most accurate and up-to-date information to make informed decisions.