Design consultancy for businesses in Melville, New York
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School of Business
● OpenThe School of Business is a prestigious university located at 1279 Melville Road in Farmingdale, New York, United States. As a leading institution in business education, our faculty are experts in their fields and provide students with a rigorous and comprehensive curriculum. From finance to marketing, our programs are designed to prepare students for successful careers in the business world. With state-of-the-art facilities and a focus on experiential learning, the School of Business is the ideal place to pursue your education and achieve your professional goals.
1279 Melville Rd, Farmingdale, NY 11735, United States -
Sonny Sahni - State Farm Insurance Agent
● ClosedSonny Sahni - State Farm Insurance Agent is a reputable insurance agency located at 365 Jericho Turnpike in Syosset, New York, United States. We proudly serve Nassau, Suffolk counties, and the entire State of New York, offering home insurance in various areas including Syosset, Muttontown, Oyster Bay Cove, Jericho, Woodbury, Hicksville, Huntington, Melville, Dix Hills, and adjoining areas. Our dedicated professionals are knowledgeable in their designated lines of business and deeply care about our customers, providing a remarkable customer service experience. Our team works hard to reach our goals together and have fun while doing it. We offer a range of insurance products including life insurance, annuities, and pet insurance. Customers can also access investment options through State Farm VP Management Corp. and deposit products through U.S. Bank National Association. For more information, visit our office or call us at (516) 802-3333.
365 Jericho Turnpike, Syosset, NY 11791, United States -
Merrill Lynch Financial Advisor Roderick A Jones
● ClosedMerrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1305 Walt Whitman Road in Melville, New York, offers clients the investing insights of Merrill along with access to the extensive banking capabilities of Bank of America. Their team of experienced financial advisors can assist with retirement income planning, guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors are committed to client service and satisfaction, helping clients identify personal and professional goals to create financial strategies designed to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they live and work. Merrill Lynch Wealth Management provides training, mentoring, and technology for new and experienced advisors to help clients pursue their unique financial goals. Clients have access to individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. It's important to consult legal and tax advisors before making financial decisions, as investing involves risk. Additional information about brokerage and investment advisory services is available through Merrill financial advisors. The institution is dedicated to providing a wide range of technology, intellectual capital, and marketing resources to enhance client relationships and build businesses.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Dennis Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDennis Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 48 South Service Road, Melville, New York, United States. Dennis Miller holds various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications showcase his expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. With a focus on ethical practices and comprehensive knowledge, Dennis Miller is dedicated to providing top-notch financial advice and services to his clients. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Dennis Miller is equipped to help you achieve your financial goals.
48 S Service Rd Ste 403, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Tyler E Alvarez
● ClosedMerrill Lynch Financial Advisor Tyler E Alvarez is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. The institution takes a personalized approach to understanding your life priorities and creating a customized financial plan tailored to you, your family, and your goals. The Miranda Wealth Management Group, where Tyler E Alvarez works, utilizes a holistic investing approach focused on integrity, attention, and hard work. They collaborate with tax advisors and attorneys to ensure the best interest of the client is always a priority. With a commitment to excellence, they offer tailored strategies for high net worth individuals, families, and businesses to help meet both short-term and long-term financial goals. Their services include investment management, retirement analysis, insurance, trust and estate planning, and lending, supported by the resources of Merrill Lynch Wealth Management, Bank of America Private Bank, and Bank of America, N.A. The institution believes in developing strategies that help clients build wealth while reducing risk and volatility, with a focus on helping clients pursue their goals. They offer personalized financial approaches designed to address individual needs, whether it's planning for retirement, buying a home, funding education, or passing wealth to future generations. The team at Merrill Lynch Financial Advisor Tyler E Alvarez is dedicated to building strong client relationships based on trust and personalized service, with a commitment to helping clients achieve what matters most to them.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedBrian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Brian White holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Brian White is trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, among other designations. With a commitment to excellence and a focus on providing tailored financial solutions, Brian White is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Brian White can provide the expertise and guidance you need. Contact Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to learn more about how he can help you secure your financial future.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Martha A Baumbach - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMartha A. Baumbach is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 150 Broadhollow Road, Melville, New York, United States. Martha holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Martha's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and continuing education, Martha is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for assistance with investment opportunities, insurance products, or financial planning for specific life situations, Martha A. Baumbach is a trusted and knowledgeable advisor in the finance industry.
150 Broadhollow Rd Ste 205, Melville, NY 11747, United States -
Christopher J Fucci - Financial Advisor, Ameriprise Financial Services, LLC
● OpenChristopher J Fucci, a Financial Advisor at Ameriprise Financial Services, LLC located at 150 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, Christopher J Fucci is well-equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. In addition to these certifications, Christopher J Fucci also holds designations such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, Certified Estate Planner™, and Certified Exit Planning Advisor®. These certifications demonstrate his expertise in helping clients make informed financial decisions and plan for their future.
150 Broadhollow Rd Ste 205, Melville, NY 11747, United States -
Andrew Drost - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenAndrew Drost is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle in Melville, New York, United States. Specializing in finance, Andrew Drost holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Andrew Drost's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Andrew Drost provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for advice on investments, insurance products, estate planning, or retirement income, Andrew Drost is dedicated to helping clients achieve their financial goals.
1 Huntington Quadrangle Ste 3n15, Melville, NY 11747, United States -
Sean Bostwick - Financial Advisor, Ameriprise Financial Services, LLC
● OpenSean Bostwick - Financial Advisor, Ameriprise Financial Services, LLC, located at 515 Broadhollow Road, Melville, New York, United States, is a finance institution offering a range of specialized certifications and designations to provide expert financial advice. The institution offers certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics and are designed to provide clients with expert advice tailored to their specific needs. The institution is committed to upholding high ethical standards and providing comprehensive financial planning services to individuals and businesses.
515 Broadhollow Rd Ste 800, Melville, NY 11747, United States -
Michael J Ciccarelli - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMichael J Ciccarelli is a Financial Advisor at Ameriprise Financial Services, LLC located at 200 Broadhollow Road, Melville, New York, United States. Michael holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment management, and financial planning for various individuals and businesses. As a trusted financial advisor, Michael is committed to providing comprehensive and personalized financial solutions to help clients achieve their financial goals.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRobert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Robert Pecoraro holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various areas of financial planning, including asset management, estate planning, retirement planning, and investment management. Robert Pecoraro is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC for expert guidance on your financial goals.
200 Broadhollow Rd #302, Melville, NY 11747, United States -
Merrill Lynch Private Wealth Advisor Sheena Marr
● ClosedMerrill Lynch Private Wealth Advisor Sheena Marr is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. The institution offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group at Merrill Private Wealth Management is dedicated to providing personalized service to a limited number of clients and families with integrity and excellence. The private wealth advisors are rigorously trained to meet specialized needs and build relationships based on trust. The institution has received recognition from financial industry publications such as Forbes for their exemplary client service. The team, led by Luca Palermo and Nick Frangas, offers strategies designed to help clients achieve their goals through a goals-based wealth management approach. They work with individuals, families, business owners, and executives, providing services and resources typically reserved for the world's largest institutions.
300 Broadhollow Rd, Melville, NY 11747, United States -
Merrill Lynch Financial Advisor Alicia L Ruberti
● ClosedMerrill Lynch Financial Advisor Alicia L Ruberti, located at 1305 Walt Whitman Road in Melville, New York, is a trusted finance institution dedicated to helping clients prioritize and pursue their financial goals. With over a decade of experience in the financial services industry, Alicia Ruberti joined Merrill Lynch Wealth Management in 2010 and is committed to providing personalized financial strategies tailored to each client's needs. As a graduate of Adelphi University and a Long Island resident since 2003, Alicia combines the investment insights of Merrill with the banking convenience of Bank of America to offer guidance in investments, retirement planning, insurance, education funding, wealth transfer strategies, and banking services. With a focus on goals-based wealth management, Alicia works to provide exceptional care and service for her clients.
1305 Walt Whitman Rd, Melville, NY 11747, United States -
Merrill Lynch Private Wealth Advisor Marc Russell Stenzler
● ClosedMerrill Lynch Private Wealth Advisor Marc Russell Stenzler, located at 300 Broadhollow Road in Melville, New York, offers industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within Merrill Private Wealth Management, provides personalized service to a limited number of clients and families with integrity and excellence. The team at the Palermo Frangas Group is dedicated to making clients' lives better by offering strategies designed to help them achieve their financial goals. With a focus on high-net-worth clients, the team helps individuals, families, business owners, and executives navigate the complexities of managing substantial wealth.
300 Broadhollow Rd #100W, Melville, NY 11747, United States -
Merrill Lynch Private Wealth Advisor Charles P Donnelly
● ClosedMerrill Lynch Private Wealth Advisor Charles P Donnelly, located at 300 Broadhollow Road, Melville, New York, United States, 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 within the institution, serves a limited number of clients and families with integrity and excellence. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution takes pride in advisors who have received recognition from financial industry publications or Bank of America Corporation for exemplary client service. The team specializes in helping individuals, families, business owners, and executives achieve their financial goals through a goals-based wealth management approach. The team, led by Luca Palermo and Nick Frangas, offers a sophisticated suite of services, including portfolio design, significant transaction oversight, and tailored financial solutions. They prioritize exceptional service, strong communication, and a personalized client experience to help clients navigate the complexities of managing substantial wealth. The team is committed to providing impeccable service and creating a special experience for a select group of families.
300 Broadhollow Rd, Melville, NY 11747, United States -
Merrill Lynch Private Wealth Advisor Gianluca Palermo
● ClosedMerrill 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 -
Bank of America Private Client Advisor Jing J Chen
● OpenBank 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."
300 Broadhollow Rd, Melville, NY 11747, United States -
SHG Planning
● ClosedSHG Planning is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York, United States. Our team is compassionate and dedicated to helping you protect your assets and legacy for your family. We understand the challenges that come with building a successful business, and we are here to help ensure that your hard work is preserved for generations to come. At SHG Planning, our ultimate goal is to design and implement effective estate plans that include significant tax reduction strategies while also taking care of your family's well-being. Our founder, Steve Goodman, is known as a trusted advisor who takes the time to truly understand each client's needs and family dynamics before making professional recommendations.
400 Broadhollow Rd # 302, Melville, NY 11747, United States -
Law Office Daniel A Zahn PC
● ClosedWelcome 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.
1597 Grundy Avenue, Holbrook, New York 11741, 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 -
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
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