TOP 30 Finance institution services in Melville, New York

311 results found

Robert Campbell - TIAA Wealth Management Advisor is a reputable finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Robert Campbell provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and offering tailored solutions, Robert Campbell - TIAA Wealth Management Advisor is committed to helping individuals and families secure their financial future. Visit their office in Melville, New York to learn more about their comprehensive financial planning services.

Merrill Lynch Financial Advisor Richard L Morse is a reputable finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. As a trusted financial advisor, Richard L Morse provides personalized financial planning and investment services to help clients achieve their financial goals. With a strong commitment to excellence and a wealth of experience in the finance industry, Merrill Lynch Financial Advisor Richard L Morse is dedicated to helping clients make informed decisions about their finances and secure their financial future.

Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.

Mark T Greco - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Mark T Greco - Morgan Stanley provides personalized financial advice and solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Bank of America Private Client Advisor Terence J McLaughlin, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution led by Managing Director Terry McLaughlin. With over three decades of experience, Terry and his team of specialists provide personalized wealth management strategies for nonprofits, business owners, and high-net-worth families. They offer services such as investment management, specialty asset management, philanthropy, trust and estate planning, and banking. Terry's goal is to establish lasting relationships with clients, guiding them through the challenges and opportunities that come with significant wealth. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust, personal experience, and a commitment to putting clients' goals first. They offer innovative financial strategies to help clients navigate evolving markets and changing environments. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Merrill 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.

David Flynn - TIAA Financial Consultant is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted TIAA financial consultant, David Flynn provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a strong focus on customer service and a commitment to excellence, David Flynn - TIAA Financial Consultant is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

Morgan 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.

Justin Ponella of Dipaola Financial Group, located at 425 Broadhollow Road in Melville, New York, is a finance institution that offers a range of insurance and investment products. Their services include Life Insurance, Disability Insurance, Health Insurance, Annuities, and Financial Planning. Life Insurance provides financial security for your family in the event of your death, while Disability Income Insurance helps you maintain your standard of living if you are unable to work due to a disability. Group Life Insurance and Group Health Insurance are also available for employers to offer to their employees. Justin Ponella is highly recommended by clients for his professionalism, knowledge, and responsiveness. With over 70 years of combined experience in the industry, the management staff at Dipaola Financial Group represents some of the most influential insurance and investment companies in the country.

Northwestern 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.

Merrill 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.

Merrill 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.

GM Advisory Group is a leading finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in providing expert financial advisory services, GM Advisory Group offers personalized solutions to help clients navigate the complexities of the financial world. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, GM Advisory Group is dedicated to providing top-notch financial guidance tailored to your specific needs.

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.

Catherine Keane - TIAA Financial Consultant is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a dedicated TIAA financial consultant, Catherine Keane offers expert financial advice and services to help individuals and families achieve their financial goals. With a focus on personalized financial planning, investment strategies, and retirement planning, Catherine Keane is committed to providing top-notch financial guidance to her clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Catherine Keane - TIAA Financial Consultant is here to help you every step of the way.

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.

Douglas Horn - Morgan Stanley is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a branch of the well-known Morgan Stanley brand, Douglas Horn offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, clients can expect personalized and expert guidance to help them achieve their financial goals. Whether you are looking to grow your portfolio, plan for the future, or secure your retirement, Douglas Horn - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.

David P. Schiebelhuth - Morgan Stanley is a 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 financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, David P. Schiebelhuth - Morgan Stanley is committed to helping you secure a strong financial future.

Peter Berkery - TIAA Financial Consultant is a reputable financial institution located at 58 South Service Road in Melville, New York, United States. As a trusted consultant with TIAA, Peter Berkery offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or secure your financial future, Peter Berkery is dedicated to providing personalized solutions tailored to your individual needs. With a focus on integrity and professionalism, Peter Berkery - TIAA Financial Consultant is committed to helping clients navigate the complex world of finance with confidence and peace of mind.

Jeremy O'Brien - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for excellence and expertise in the financial industry, Jeremy O'Brien - Morgan Stanley offers a wide range of financial services to meet the needs of their clients. Whether you are looking for investment advice, wealth management, or retirement planning, the knowledgeable team at Jeremy O'Brien - Morgan Stanley is dedicated to helping you achieve your financial goals. Trust in their experience and commitment to providing top-notch financial solutions for individuals and businesses alike.

Wells Fargo Advisors is a leading financial institution located at 68 South Service Road in Melville, New York. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial goals.

Kimberly Weiss-Perez - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. As a branch of the prestigious Morgan Stanley brand, Kimberly Weiss-Perez offers a wide range of financial services to clients in the United States. With a focus on wealth management, investment strategies, and financial planning, the institution provides personalized solutions to help individuals and businesses achieve their financial goals. The team at Kimberly Weiss-Perez is dedicated to providing top-notch service and expert advice to help clients navigate the complexities of the financial world.

CEP Consultants Inc is a reputable finance institution located at 1800 Walt Whitman Road in Melville, New York. With a team of experienced professionals, CEP Consultants Inc provides a wide range of financial services to individuals and businesses in the United States. From financial planning to investment management, CEP Consultants Inc is dedicated to helping clients achieve their financial goals. Visit us today to learn more about our services and how we can help you secure your financial future.

Deborah Amilowski - TIAA Wealth Management Advisor is a finance institution located at 58 South Service Road in Melville, New York. As a trusted advisor, Deborah Amilowski specializes in providing personalized wealth management services through TIAA. With a focus on helping clients achieve their financial goals, she offers expert guidance and tailored solutions to help individuals and families navigate the complexities of investing and planning for the future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Deborah Amilowski is dedicated to providing top-notch financial advice and support.

SW Financial is a leading finance institution located at 1295 Walt Whitman Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, SW Financial offers a wide range of solutions tailored to meet the unique needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today and see how SW Financial can help secure your financial future.

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.

David M Barnett is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Your journey to finding the right advisor begins with a name and location. Investing comes with risks, and there is always the potential to lose money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice. It is recommended to consult with your legal and/or tax advisors before making any financial decisions. Merrill offers a wide range of brokerage, investment advisory, and other services. Additional information can be found in our Client Relationship Summary. Trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware, both subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch is a registered broker-dealer, registered investment adviser, and Member SIPC. Securities, strategic advisory, and other investment banking activities are performed globally by investment banking affiliates of Bank of America Corporation. The institution strives to provide information about products and services that may be of interest to you. Relationship-based ads and online behavioral advertising help us achieve this goal. Please note that by clicking on certain links, you may be redirected to external websites with separate terms and privacy policies.

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.

Macchiarola Roy J is a reputable accounting and finance institution located at 734 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Macchiarola Roy J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing excellent service and expertise in all areas of accounting and finance.

Megan 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.