The 30 Best Estate tax in Melville, New York

Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored 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 providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.

Sentinel Benefits & Financial Group, located in Melville, New York, is a leading finance institution dedicated to helping individuals plan for their financial future. With a focus on providing peace of mind, they work with clients to assess their current financial situation, determine their goals, and create a plan to achieve them. By understanding where income is being allocated and what lifestyle can be afforded, Sentinel Benefits & Financial Group helps clients enhance their wealth management strategies. With a commitment to personalized service and expert guidance, they strive to empower individuals to take control of their financial well-being.

Gary McHugh - TIAA Wealth Management Advisor is a leading financial institution located at 58 South Service Road in Melville, New York, United States. As a trusted wealth management advisor, Gary McHugh provides expert financial planning and investment advice to help clients achieve their financial goals. With a focus on personalized service and tailored solutions, Gary McHugh - TIAA Wealth Management Advisor is dedicated to helping clients build and preserve their wealth for the future.

Greene & Company LLP is a reputable accounting and finance firm located at 425 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, financial consulting, and more. Known for their expertise and dedication to client satisfaction, Greene & Company LLP is a trusted partner for individuals and businesses seeking top-notch financial guidance.

Marcum LLP is a leading accounting and finance institution located at 10 Melville Park Road in Melville, New York, United States. With a team of highly skilled professionals, Marcum LLP offers a wide range of services including tax planning, auditing, financial consulting, and more. Clients can trust Marcum LLP to provide expert guidance and support in navigating the complexities of the financial world.

Frey & Wagner, CPA's, PC is a highly reputable accounting and finance institution located at 145 Pinelawn Road in Melville, New York, United States. With a team of experienced and knowledgeable professionals, we offer a wide range of services including tax preparation, auditing, financial consulting, and more. Our commitment to excellence and personalized attention to each client's needs sets us apart from the rest. Trust Frey & Wagner, CPA's, PC for all your accounting and financial needs.

Klueg Filippone & Co CPAs LLP is a reputable accounting and finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, auditing, consulting, and financial planning. Clients can trust Klueg Filippone & Co CPAs LLP to provide accurate and reliable financial guidance to help them achieve their goals.

The Law Offices of Lawrence Israeloff, PLLC is a prestigious legal institution located in Melville, New York. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch representation and counsel to our clients. With a focus on professionalism, integrity, and excellence, we strive to achieve the best possible outcomes for our clients in a wide range of legal matters. Visit us at 445 Broadhollow Road to learn more about how we can assist you with your legal needs.

Matthew Thompson - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on providing top-notch financial services and personalized investment strategies, our team of experts at Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, we are committed to delivering exceptional service and tailored solutions to meet your individual needs. Trust in Matthew Thompson - Morgan Stanley for all your financial needs.

Salvatore P Vitale - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As a part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services and expertise to help clients achieve their financial goals. With a team of experienced professionals, Salvatore P Vitale - Morgan Stanley is committed to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

The Pine Barrens Group - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. With a reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Pine Barrens Group - Morgan Stanley is dedicated to helping you succeed.

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.

Ralph Laporta - Morgan Stanley is a reputable finance institution located at 58 South Service Road, Melville, New York, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and financial solutions to help clients achieve their goals. With a team of experienced professionals, Ralph Laporta - Morgan Stanley is dedicated to delivering personalized and strategic financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and ease.

Slater, Kavitt & Schultz, LLP is a leading accounting and finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Their expertise and dedication to client satisfaction make them a trusted partner for individuals and businesses alike.

Joseph A Broderick PC is a reputable accounting and finance institution located at 734 Walt Whitman Road in Melville, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Joseph A Broderick PC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.

Wagner & Zwerman LLP is a reputable accounting and finance institution located at 201 Old Country Road in Melville, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and audit support. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Wagner & Zwerman LLP for all your accounting and financial needs.

CohnReznick LLP is a leading accounting and finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, CohnReznick LLP offers a wide range of services including tax planning, audit and assurance, and business consulting. Clients can trust CohnReznick LLP to provide expert financial guidance and support to help them achieve their goals.

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.

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.

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 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.

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.

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.