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TOP 30 Estate services in Melville, NY
168 results found
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Paul Anderson - TIAA Wealth Management Advisor
Paul Anderson - TIAA Wealth Management Advisor is a leading finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted advisor, Paul Anderson provides expert financial guidance to help clients achieve their wealth management goals. With a focus on personalized service and tailored solutions, Paul Anderson helps clients navigate the complexities of investing, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Paul Anderson is dedicated to helping you achieve financial success.
Bridge Wealth
Bridge 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.
Richard Rubin-Ameriprise Financial
Richard Rubin-Ameriprise Financial is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. With a focus on individual goals and risk tolerance, we provide investment and portfolio recommendations tailored to each client. Our team documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can easily access their investments and track progress towards their goals securely from any device. Estate planning and wealth transfer services are also available to help clients prepare their legacy wishes. By scheduling a complimentary initial consultation, clients can learn more about how personalized advice can help them reach their financial goals. Ameriprise financial advisors are registered to do business in certain U.S. states, and additional information can be found on the advisor's personal website or FINRA's BrokerCheck website. We are committed to helping clients achieve financial success and appreciate the opportunity to assist their friends and family members as well.
Bank of America Private Client Advisor Jing J Chen
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."
SHG Planning
SHG 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.
Fairfield Properties
Fairfield Properties is a reputable real estate agency located at 150 Broadhollow Road in Melville, New York, United States. With years of experience in the industry, Fairfield Properties offers a wide range of real estate services including property management, leasing, and sales. Their team of dedicated professionals are committed to providing top-notch service to both buyers and sellers, ensuring a smooth and successful transaction every time. Whether you are looking to buy, sell, or rent a property, Fairfield Properties is the go-to agency for all your real estate needs in the Melville area.
Avalon Bay Communities
Avalon Bay Communities is a renowned real estate agency located at 100 Court North Drive in Melville, New York, United States. With a focus on providing high-quality residential properties, Avalon Bay Communities offers a wide range of housing options to suit every lifestyle. Whether you are looking for a luxurious apartment, a cozy townhouse, or a spacious single-family home, Avalon Bay Communities has the perfect solution for you. Their expert team of real estate professionals is dedicated to helping clients find their dream home in a convenient and desirable location. Experience exceptional service and top-notch amenities when you choose Avalon Bay Communities for your next real estate investment.
Fairfield Properties
Fairfield Properties is a reputable real estate agency located at 538 Broadhollow Road in Melville, New York. With a strong presence in the United States, Fairfield Properties offers a wide range of real estate services including buying, selling, and renting properties. Their team of experienced agents is dedicated to providing top-notch customer service and helping clients find their dream homes or investment properties. Whether you are looking to buy a new home or sell your current property, Fairfield Properties is committed to helping you navigate the real estate market with ease and confidence.
Waxman & Bland CPAs
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.
Realty Tax Challenge
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.
DiRaimondo & Masi, LLP
DiRaimondo & Masi, LLP is a prominent law firm located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced attorneys, they provide a wide range of legal services to individuals and businesses. Specializing in areas such as corporate law, real estate, estate planning, and litigation, DiRaimondo & Masi, LLP is dedicated to providing high-quality legal representation and personalized attention to their clients. Their commitment to excellence and professionalism has earned them a reputation as a trusted and reliable law firm in the community.
Baker Tilly US, LLP
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.
Gauntlet Funding
Gauntlet Funding is a reputable institution located at 68 South Service Road in Melville, New York, United States. Specializing in finance, general contracting, and real estate agency services, Gauntlet Funding is dedicated to providing industry expertise in hard money lending NYC. Their team of seasoned private money lenders and asset financiers are committed to meeting the needs of today's investors with quick closings at competitive terms. Whether you are looking to finance a new condo in Broadway, Manhattan, an apartment near Brooklyn Bridge, or a cozy co-op in the Upper East Side, Gauntlet Funding has you covered. They offer a range of financing options, including DSCR loans, bridge loans, and joint venture loans, to help you finance, partner, sell, or purchase a property in New York City. With over 20 years of experience, Gauntlet Funding is a trusted source for private lending solutions in the state of New York. Visit their office in Melville, NY, to explore customized loan options tailored to your needs.
JEM Logics Inc.
JEM Logics Inc. is a reputable finance and jewelry store institution located at 25 Melville Park Road, Melville, New York, United States. Specializing in gemology and jewelry valuations, JEM Logics Inc. is an NAJA Accredited Gemological Laboratory run by independent, certified jewelry appraisers. Serving Long Island and NYC, our services include advanced gemological assessments and fine jewelry appraisals for insurance coverage, estate/probate, equitable division, liquidation, expert witness, and fair market valuations. Our team of experts adhere to the USPAP and NAJA code of ethics, ensuring accurate and reliable appraisals. With a highly specialized laboratory and a head gemologist appraiser who is a NAJA Certified Master Appraiser, we provide professional and trustworthy services to a range of clients, from private individuals to financial institutions, attorneys, and insurance companies. Trust JEM Logics Inc. for all your jewelry appraisal needs to protect your valuable assets.
The NYBB Group
The NYBB Group is a leading finance and real estate agency located at 25 Melville Park Road in Melville, New York. With a strong reputation for excellence in both industries, our team of experienced professionals is dedicated to providing top-notch financial and real estate services to our clients. Whether you are looking to invest in real estate or secure financing for your business, The NYBB Group is here to help you achieve your goals. Contact us today to learn more about how we can assist you with your financial and real estate needs.
Lawrence Sussman
Lawrence Sussman is a reputable health institution located at 459 Walt Whitman Road in Melville, New York, United States. Specializing in pharmacy services, this store offers a wide range of medications and health products to cater to the needs of its customers. With a team of experienced professionals, Lawrence Sussman is dedicated to providing top-quality care and assistance to ensure the well-being of all its clients. Whether you're looking for prescription medications or over-the-counter remedies, Lawrence Sussman is your go-to destination for all your health needs.
City National Bank
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.
Acuity Commercial Capital
Acuity Commercial Capital is a finance institution located at 414 South Service Road in Melville, New York, United States. Specializing in providing commercial financing solutions, Acuity Commercial Capital offers a wide range of financial services to businesses looking to grow and expand. With a team of experienced professionals, they work closely with clients to tailor financing options that meet their specific needs and goals. Whether it's funding for equipment, real estate, or working capital, Acuity Commercial Capital is dedicated to helping businesses succeed.
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