Comprehensive management consulting in Melville, NY
115 results found
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Douglas Graham - UBS Financial Services Inc.
● OpenDouglas Graham - UBS Financial Services Inc. is a reputable financial institution located at 58 South Service Road in Melville, New York, United States. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to individual and corporate clients, including wealth management, investment advisory, and financial planning. With a team of experienced professionals, Douglas Graham - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.
58 S Service Rd Suite 310, Melville, NY 11747, United States -
Merrill Lynch Private Wealth Advisor Gianluca Palermo
● OpenMerrill Lynch Private Wealth Advisor Gianluca Palermo, located at 300 Broadhollow Road, Melville, New York, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team of private wealth advisors, offers personalized services based on trust and integrity. Recognized for their exemplary client service, the advisors at Merrill Private Wealth Management strive to help clients achieve their financial goals through a goals-based wealth management approach. The team at the Palermo Frangas Group, led by partners Luca Palermo and Nick Frangas, has received national accolades for their commitment to providing a special kind of experience for a select group of families. They work closely with individuals, families spanning multiple generations, business owners, and executives to address the complexities that come with managing significant wealth. With a focus on proactive wealth preservation and transfer, the team is dedicated to helping clients navigate key decision points and resolve any obstacles they may encounter.
300 Broadhollow Rd, Melville, NY 11747, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a premier financial institution located at 58 South Service Road in Melville, New York, United States. As a leading finance institution, Morgan Stanley offers expert financial advice and guidance to help clients achieve their financial goals. With a team of experienced financial advisors, Morgan Stanley provides personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complex world of finance with confidence and clarity.
58 S Service Rd # 400, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Todd C Russell
● OpenMerrill 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.
300 Broadhollow Rd, Melville, NY 11747, United States -
Northwestern Mutual: Charles Valenti
● OpenNorthwestern 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.
400 Broadhollow Rd # 200, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Gary M Kogel
● OpenMerrill 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.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor John R Holst
● OpenMerrill 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.
300 Broadhollow Rd, Melville, NY 11747, United States -
Michael O'Keeffe - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMichael 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.
1 Huntington Quad Ste 2S14, Melville, NY 11747, United States -
Bridge Wealth
● OpenBridge Wealth is a finance institution located at 68 South Service Road in Melville, New York. We specialize in providing personalized wealth management services to help our clients achieve their financial goals. Our team of experienced advisors offers a wide range of financial solutions, including investment planning, retirement planning, and estate planning. At Bridge Wealth, we are committed to helping our clients build and preserve their wealth for the future. Contact us today to learn more about how we can help you secure your financial future.
68 S Service Rd, Melville, NY 11747, United States -
Jeffrey Rudner - UBS Financial Services Inc.
● OpenJeffrey Rudner - 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-notch financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, the experienced team at Jeffrey Rudner - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial advice tailored to your individual needs. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.
58 S Service Rd Suite 310, Melville, NY 11747, United States -
Megan D. Muccio, CPA, PLLC
● OpenMegan 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.
510 Broadhollow Rd suite 204-2, Melville, NY 11747, United States -
Satty, Levine & Ciacco, CPAs, P.C.
● OpenSatty, Levine & Ciacco, CPAs, P.C. is a reputable accounting and finance institution located at 534 Broadhollow Road in Melville, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, consulting, and bookkeeping for individuals and businesses. Their commitment to excellence and personalized service sets them apart as a trusted partner for all your financial needs.
534 Broadhollow Rd Suite 300, Melville, NY 11747, United States -
Barry Knepper CFO, CPA
● OpenBarry Knepper CFO, CPA is a reputable accounting and finance institution located at 736 Verona Drive in Melville, New York, United States. With a focus on providing top-notch financial services, Barry Knepper and his team of certified professionals offer expert advice and guidance to help individuals and businesses manage their finances effectively. Whether you are looking for tax preparation, financial planning, or other accounting services, Barry Knepper CFO, CPA is dedicated to providing personalized solutions to meet your specific needs. Trust in their expertise and experience to help you achieve your financial goals.
736 Verona Dr, Melville, NY 11747, United States -
Bookkeeping services - Fincadia
● OpenFincadia is a reputable bookkeeping services institution located at 425 Broadhollow Road in Melville, New York. Specializing in accounting and finance, Fincadia offers professional and reliable financial management solutions for businesses and individuals. With a team of experienced professionals, Fincadia provides comprehensive bookkeeping services tailored to meet the unique needs of each client. Whether you need assistance with budgeting, payroll, tax preparation, or financial reporting, Fincadia is committed to helping you achieve your financial goals. Contact Fincadia today to learn more about how their services can benefit you and your business.
425 Broadhollow Rd # 325, Melville, NY 11747, United States -
Joseph Thomas
● OpenWelcome to Joseph Thomas Health Services, your trusted partner in comprehensive healthcare. Conveniently located at 1 Arrowwood Lane, Melville, New York, our practice is dedicated to providing exceptional medical care to the community. Dr. Joseph Thomas, a highly experienced and compassionate physician, leads our team in offering personalized health solutions tailored to meet your unique needs. At Joseph Thomas Health Services, we prioritize patient well-being and strive to create a welcoming and supportive environment. Our state-of-the-art facility is equipped with the latest medical technology, ensuring accurate diagnoses and effective treatments. We offer a wide range of services, including preventative care, chronic disease management, and specialized consultations.
1 Arrowwood Lane, Melville, New York 11747, United States -
Law Office of Ronald D. Weiss, P.C.
● OpenWelcome 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.
80 Orville Drive, Bohemia, New York 11716, United States -
Law Office of Ronald D. Weiss, P.C.
● OpenWelcome 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.
33 Flying Point Road, Southampton, New York 11968, United States -
Ambrosio & Bellotti, CPAs, PC
● OpenWelcome to Ambrosio & Bellotti, CPAs, PC, your trusted partner in accounting and finance located in the heart of Melville, New York. Situated at 155 Pinelawn Road, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of individuals and businesses alike. At Ambrosio & Bellotti, we pride ourselves on our commitment to excellence, professionalism, and personalized client service. Our team of experienced Certified Public Accountants is equipped with the knowledge and expertise to guide you through the complexities of financial management, tax preparation, auditing, and strategic planning.
155 Pinelawn Road, Melville, New York 11747, United States -
True Partners
● OpenWelcome to True Partners, your trusted ally in accounting and finance located at 145 Pinelawn Road, Melville, New York. As an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are committed to delivering exceptional client service, leveraging unmatched regional expertise, and making a sustained impact in our community. At True Partners, we look beyond the obvious to uncover unique solutions for your business challenges, guiding you to destinations you once thought were beyond reach. Our comprehensive suite of services is designed to meet your every need, from navigating the complexities of ESG controllers and IRS ERC voluntary disclosure programs, to preparing for the unclaimed property compliance season.
145 Pinelawn Road, Melville, New York 11747, United States -
Accurate & Exact Bookkeeping services
● OpenWelcome to Accurate & Exact Bookkeeping Services Located at 1718 Court North Drive, Melville, New York, Accurate & Exact Bookkeeping Services is your trusted partner in achieving financial clarity and precision. Specializing in accounting and finance, our dedicated team is committed to providing comprehensive and tailored bookkeeping solutions that meet the unique needs of both small businesses and individuals.
1718 Court North Drive, Melville, New York 11747, United States -
Jason Hoffman
● OpenWelcome to Jason Hoffman Finance, your trusted partner in achieving financial success. Located conveniently at 859 Walt Whitman Road, Melville, New York, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is committed to guiding you through every step of your financial journey, whether you’re planning for retirement, managing investments, or seeking advice on wealth management. At Jason Hoffman Finance, we understand that your financial goals are as unique as you are. That’s why we offer a comprehensive range of services designed to help you navigate the complexities of today’s financial landscape with confidence. Our client-focused approach ensures that you receive the highest level of service and the most effective strategies to achieve your objectives.
859 Walt Whitman Road, Melville, New York 11747, United States -
Susan Wiener Enterprises
● OpenWelcome to Susan Wiener Enterprises, LLC, your trusted partner in navigating the complex world of insurance and benefits solutions. Located at 115 Broadhollow Road, Melville, New York, we are a dedicated brokerage firm specializing in offering comprehensive health and wellness benefits to businesses of all sizes. Whether you're a large corporation or a small family-owned business, we provide access to an extensive network of regional and national medical plans, statutory DBL/PFL, life insurance, and a range of other ancillary benefits. With over 30 years of industry experience, our team is adept at crafting customized solutions that maximize tax savings, ensure compliance, and provide income supplements. We also offer expert guidance on riders that can significantly reduce out-of-pocket expenses for you and your employees.
115 Broadhollow Road, Melville, New York 11747, United States -
Luss Group
● OpenWelcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
102 West Broadway, Port Jefferson, New York 11777, United States -
The Luss Group Inc
● OpenWelcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.
45 Main Street, Southampton, New York 11968, United States -
Cushman & Wakefield - Commercial Real Estate Services
● OpenWelcome to Cushman & Wakefield - Commercial Real Estate Services, located at 175 Broadhollow Road, Melville, New York. As a leading name in the finance, general contracting, and real estate agency sectors, we are committed to delivering unparalleled service to meet all your commercial real estate needs. Whether your portfolio spans across New York City or around the globe, New York stands as the ultimate hub for business with the world’s largest commercial real estate market. At Cushman & Wakefield, we leverage insights from over 400 offices in 70 countries, combined with our deep-rooted local expertise, to offer strategic solutions tailored to your business objectives.
175 Broadhollow Road, Melville, New York 11747, United States
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