TOP 30 Estate planning and management in Melville, New York

Singer & Falk CPA's is a reputable accounting and finance institution located at 48 South Service 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 financial planning. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance.

Waxman & Bland CPAs is a boutique public accounting firm located at 150 Broadhollow Road in Melville, New York. Established in 1995, they offer efficient and effective tax preparation, planning, fractional CFO/controller services, and accounting at all levels for businesses. Specializing in business planning and analysis, accounting, and tax planning and preparation, Waxman & Bland works closely with clients to help them achieve their financial and business goals. With well-organized financial records, businesses can run efficiently and cost-effectively. The firm also assists with business formation, mergers and acquisitions, and estate planning. With a deep understanding of tax law changes, Waxman & Bland ensures clients receive every dollar of return they are entitled to. Their experienced team, with a background in running successful businesses, helps small to medium-sized companies understand their business metrics to maintain or grow profits. Testimonials praise Waxman & Bland as an invaluable partner in business growth, providing support with accounting, taxes, and strategic business operations.

Diapoules & Feinstein CPAs PC is a reputable accounting and finance institution located at 900 Walt Whitman Road in Melville, New York, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Diapoules & Feinstein CPAs PC to provide accurate and reliable financial guidance to help them achieve their goals.

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

Bernstein & Punturo LLP is a prestigious accounting and finance institution located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax planning, audit and assurance, and financial consulting. Known for their attention to detail and commitment to excellence, Bernstein & Punturo LLP is a trusted partner for individuals and businesses seeking expert financial guidance.

B N Kozin Co is a reputable finance institution located at 560 Broadhollow Road in Melville, New York, United States. With a focus on providing top-notch financial services, B N Kozin Co is dedicated to helping clients achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at B N Kozin Co is here to help. Trustworthy, reliable, and committed to excellence, B N Kozin Co is a trusted partner for all your financial needs.

IDMS - Account Ability is a leading institution specializing in accounting and finance services. Located at 555 Broadhollow Road in Melville, New York, United States, IDMS - Account Ability offers a wide range of financial solutions to individuals and businesses. With a team of experienced professionals, the institution is dedicated to providing top-notch accounting services to help clients manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, IDMS - Account Ability is here to assist you every step of the way. Trust in their expertise to ensure your financial success.

Palmetto, Mollo, Molinaro & Passarello, LLP is a leading accounting and finance institution located at 515 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, auditing, consulting, and more. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.

Baker Tilly US, LLP is a leading accounting and finance institution located at 125 Baylis Road, Melville, New York, United States. We offer a range of services including vulnerability management, audit planning for small capital projects, fair pay analysis, compliance solutions for prevailing wage and apprenticeship requirements, cybersecurity and data governance risk management, and strategic solutions for IRA, ESG, and cybersecurity. As a member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are dedicated to providing exceptional client service, regional expertise, and community impact. Our team of experts is committed to guiding clients towards their goals and destinations they thought were beyond reach.

MGO (Macias Gini & O'Connell LLP) is a leading accounting and finance institution located at 445 Broadhollow Road in Melville, New York, United States. Our mission is to help you achieve your personal and professional financial goals by providing deep knowledge, clear insights, and actionable recommendations. At MGO, we prioritize human care above all else, building connections and trust with our clients to provide holistic financial guidance for long-term success. Whether you are an entrepreneur, public or private sector leader, or high-net-worth individual, our tailored solutions are designed to meet your unique needs and deliver results.

United Mortgage Corp. is a leading finance institution located at 401 Broadhollow Road in Melville, New York. With a strong presence in the United States, United Mortgage Corp. offers a wide range of mortgage services to help individuals and families achieve their dream of homeownership. Their team of experienced professionals provide personalized guidance and support throughout the mortgage process, ensuring clients receive the best possible financing options. Whether you are a first-time homebuyer or looking to refinance your current mortgage, United Mortgage Corp. is committed to helping you secure the right loan for your needs.

Estrada Vega Capital is a prominent financial institution located at 200 Broadhollow Road in Melville, New York. Specializing in investment management and financial advisory services, Estrada Vega Capital is dedicated to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals and a commitment to excellence, Estrada Vega Capital is a trusted partner for individuals and businesses seeking to build and protect their wealth. Contact us today to learn more about our services and how we can help you secure a prosperous financial future.

Jeffrey M. Rosenblum, P.C. is a reputable institution located at 445 Broadhollow Road in Melville, New York, United States. Specializing in accounting, finance, and legal services, the firm offers expert advice and assistance to individuals and businesses in need of financial and legal guidance. With a team of experienced professionals, Jeffrey M. Rosenblum, P.C. is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you require assistance with tax preparation, financial planning, or legal representation, this institution is committed to helping you achieve your goals and navigate complex financial and legal matters with confidence.

Cardinal Financial Company, Limited Partnership is a reputable finance institution located at 41 Pinelawn Road in Melville, New York, United States. With a focus on providing top-notch financial services, Cardinal Financial Company offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management services, or assistance with loans and mortgages, the experienced team at Cardinal Financial Company is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Cardinal Financial Company is committed to providing exceptional service and support to its clients.

City National Bank, located at 425 Broadhollow Road in Melville, New York, is a trusted institution offering a range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all your business banking needs. As a subsidiary of the Royal Bank of Canada, we provide the financial resources of a global bank with the personalized service of a community bank. Our private banking office in Melville is dedicated to helping you achieve your financial goals and live a rich life. Our wealth advisors will work with you to create a comprehensive plan tailored to your needs, from risk management to estate planning. We are committed to preserving your family's wealth for generations to come.

Members Mortgage Corp is a finance institution located at 35 Pinelawn Road, Melville, New York, United States. We specialize in providing mortgage solutions for our members, helping them achieve their dream of homeownership. Our team of experienced professionals is dedicated to providing personalized service and finding the best mortgage options tailored to each individual's needs. Whether you are a first-time homebuyer or looking to refinance, Members Mortgage Corp is here to assist you every step of the way.

Summit Funding Solutions is a leading finance institution located at 445 Broadhollow Road in Melville, New York. Specializing in providing innovative financial solutions, Summit Funding helps individuals and businesses achieve their financial goals. With a team of experienced professionals, Summit Funding offers a range of services including loans, investment opportunities, and financial planning. Whether you are looking to start a new business, purchase a home, or expand your investment portfolio, Summit Funding Solutions is dedicated to helping you navigate the complexities of the financial world and achieve success.

Ameriquest Capital is a financial institution located in Melville, New York, United States. We specialize in providing a wide range of financial services, including investment management, wealth management, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Ameriquest Capital is here to help. Contact us today to learn more about how we can assist you with your financial needs.

Welcome to Mellville ABM Office, your trusted partner for comprehensive facility management and maintenance services in Melville, New York. Conveniently located at 155 Pinelawn Road, our team of skilled professionals is dedicated to delivering exceptional service in the areas of electrical work, general contracting, and parking solutions. At Mellville ABM Office, we understand the importance of maintaining and enhancing the spaces that matter most to your business. As part of the globally recognized ABM network, we are committed to making a difference every day by ensuring your commercial properties and facilities are efficiently managed and well-maintained. Our mission is to blend seamlessly into your team, providing expert facility management services that allow you to focus on your core business operations.

Welcome to Pristine Contracting, your trusted partner for all your construction and renovation needs in Melville, New York, and the surrounding areas. Conveniently located at 600B Walt Whitman Road, our dedicated team of professionals is committed to delivering exceptional craftsmanship and unparalleled service in every project we undertake. As a premier general contractor, Pristine Contracting specializes in a wide range of services, including residential and commercial construction, remodeling, renovations, and custom projects tailored to meet your specific needs. Our experienced team works closely with clients to ensure every detail is executed to perfection, from initial planning to final completion.

Welcome to Lazer, Aptheker, Rosella & Yedid, where Russell L. Penzer and his team are dedicated to providing exceptional legal services in Melville, New York. Located at 225 Old Country Road, our firm prides itself on a commitment to excellence, integrity, and personalized client care. With years of experience in the legal field, Russell L. Penzer specializes in delivering comprehensive legal solutions tailored to meet the unique needs of each client. Whether you are seeking advice on complex litigation, business law, or personal legal matters, our knowledgeable team is here to guide you every step of the way.

Welcome to Allison Kourbage Law Office, where dedicated legal expertise meets personalized service. Conveniently located at 1 Schwab Road, Melville, New York, our office is committed to providing exceptional legal representation to clients throughout the region. At Allison Kourbage Law Office, we understand that navigating legal matters can be complex and overwhelming. Our experienced attorney, Allison Kourbage, specializes in offering comprehensive legal solutions tailored to meet the unique needs of each client. Whether you require assistance with family law, personal injury, estate planning, or business law, we are here to guide you through every step of the process with professionalism and care.

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

Welcome to 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."

Welcome to the Law Office of Richard Pellegrino II, a distinguished legal practice located at 112 West Main Street, Riverhead, New York. With over 30 years of experience, Richard Pellegrino II is dedicated to providing expert legal representation across a range of practice areas, including criminal law, business law, employment law, and real estate law. Richard Pellegrino II is a seasoned attorney with a robust educational background, having graduated from Hobart College and Syracuse University College of Law. Admitted to the New York State Bar in 1991, he has also been admitted to the United States Eastern and Southern District Courts. His early career as a Prosecutor and Assistant District Attorney with Nassau County equipped him with invaluable experience in handling criminal, DWI/DUI, and traffic cases, making him adept at navigating plea negotiations, motions, hearings, and trials.

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

Welcome to Jablons Kass & Greenberg, your trusted partner for comprehensive accounting and financial services. Conveniently located at 40 Marcus Drive, Melville, New York, we are committed to serving the diverse financial needs of individuals and businesses throughout the region. At Jablons Kass & Greenberg, we pride ourselves on delivering personalized solutions tailored to meet the unique goals of each client. Our team of experienced professionals is dedicated to providing exceptional service in areas such as tax preparation, financial planning, bookkeeping, auditing, and business consulting.

Welcome 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.

Welcome to Douglas Johnson, your trusted partner in financial services, conveniently located at 324 South Service Road, Melville, New York. At Douglas Johnson, we are dedicated to providing expert financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment management, and wealth preservation. Whether you're looking to secure your financial future, grow your investments, or navigate the intricacies of financial markets, Douglas Johnson offers personalized strategies to help you achieve your goals. Visit us today and discover how we can make a difference in your financial journey.

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