TOP 30 Financial access in Melville, New York

85 results found

Merrill Lynch Financial Advisor Jeffrey Wang is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Our mission is to understand you and what matters most to you, in order to design and implement a personalized financial plan to help you pursue your goals and manage investment risk. We believe in a client-centered approach that focuses on turning your aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a customized approach to address your financial needs. Our team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. We offer advice and guidance to help you achieve your goals, with a focus on long-term success and short-term opportunities. Let's work together to help you achieve your financial aspirations.

Maria G DeGennaro is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. She offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Maria documents goals, regularly reviews progress, and adjusts strategies as life changes. Clients can access their investments and accounts securely from any device. If you have questions or want to schedule a complimentary initial consultation, contact Maria. Background and qualification information is available on FINRA's BrokerCheck website. The institution focuses on important goals such as retirement, education, and major purchases. Clients can explore the Retirement Interactive tool to address common retirement questions and challenges.

Kristi A Rossy is the Associate Manager at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. As a finance institution, Kristi provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can schedule complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goal achievement. Clients have secure access to their investments and accounts from any device. Kristi Rossy is registered with FINRA and can conduct securities business in specific states. Ameriprise Financial Services, LLC offers a range of investment products and services, with a focus on helping clients build a confident financial future. Privacy and security are a top priority, and clients can refer friends and family members to receive personalized financial guidance from Kristi.

Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.

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.

Bostwick Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 515 Broadhollow Road, Melville, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular progress reviews, updates to their financial approach, and secure access to their investments and accounts from any device. The institution provides a complimentary initial consultation to discuss financial goals and offers insights into the current market trends. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for client privacy and security. Clients can expect personalized financial planning concepts and ongoing support to help them achieve their financial goals.

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.

The Tringle, Sangirardi, Miller, Marinaccio Group at Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road in Melville, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. We provide investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our team documents your goals, meets regularly to review your progress, and updates your approach as life changes. You can access your investments and accounts from any device securely. Our financial advisors are registered to do business in certain U.S. states. We offer an initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. We are committed to helping your friends and family achieve their financial goals. Feel free to refer them to us, and we will reach out to them soon.

John Creeron - Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road, Melville, New York, United States. They prioritize your goals, whether it's retirement, education, or a major purchase. They provide personalized investment and portfolio recommendations based on your goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track your journey towards your goals. You can access your investments and accounts from any device securely. They offer complimentary initial consultations to help you get started on a confident financial future. Securities are offered by Ameriprise Financial Services, LLC, a registered investment adviser. John Creeron is registered to conduct securities business in specific states listed on FINRA's BrokerCheck website. They value referrals and aim to help your friends and family achieve their financial goals. Feel free to reach out to schedule a meeting to discuss what's important to you.

JJH Financial Services is a trusted financial institution located at 445 Broadhollow Road in Melville, New York. We offer a range of financial services including ATM access and personalized finance solutions. Our experienced team is dedicated to helping our clients achieve their financial goals and providing top-notch customer service. Visit us today to experience the convenience and expertise of JJH Financial Services.

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.

Abney & Associates - Ameriprise Financial Services, LLC is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. They offer a variety of financial services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. The institution emphasizes regular meetings to review progress and adjust strategies as life changes. Clients can access their accounts and track progress towards their goals securely from any device. The institution also offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. Clients can refer friends or family members for financial assistance, and they will be contacted soon. Abney & Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and users of their website agree to be bound by their rules and regulations.

Big Think Capital is a finance institution located at 225 Broadhollow Road in Melville, New York, United States. Our dedicated team is committed to helping small businesses secure the capital they need with the best possible terms. We offer a variety of financing options, including long term, low interest loans for fixed assets, loans for business equipment or vehicles, flexible credit lines, invoice financing, and more. Our application process is quick and easy, with fast access to funds once approved. At Big Think Capital, we prioritize delivering an exceptional customer experience and operate with the highest standards of business ethics. Let us help your business grow and succeed. Apply today and see how we can assist you in achieving your financial goals.

Phoenix Insurance Agency is a reputable health insurance agency located at 155 Pinelawn Road in Melville, New York. We specialize in providing top-notch insurance coverage for individuals and families, ensuring that our clients have access to quality healthcare services when they need them most. With a team of experienced and knowledgeable insurance professionals, we strive to provide personalized service and tailored insurance solutions to meet the unique needs of each client. Trust Phoenix Insurance Agency to protect your health and well-being with comprehensive insurance options that give you peace of mind.

La Grange Inc. is a reputable health and insurance agency located at 734 Walt Whitman Road in Melville, New York. Our dedicated team of professionals is committed to providing top-notch services to our clients, ensuring they have access to the best healthcare and insurance options available. With a focus on customer satisfaction and quality care, La Grange Inc. strives to meet the individual needs of each client and help them navigate the complex world of health and insurance. Visit us today to learn more about how we can assist you in securing the coverage you need.

Eagle Group Planning Inc, located at 115 Broadhollow Road in Melville, New York, is a health insurance agency that specializes in providing customized health insurance plans for businesses across New York, Long Island, and NYC. Our expert agents and friendly staff take the time to listen to your specific needs and help you understand each plan being considered. We offer exceptional customer service, staying ahead of the competition while providing best-in-class options and a commitment to customer care. EGP takes the confusion out of applying for Small Business Group Health Benefits, evaluating your business and needs to deliver the right plan for you. We provide quality health care plans for your staff and their families, including Dental, Vision, Life, Disability, Long Term Care, and supplemental insurance options. Our services are free for businesses with less than 100 employees, and we also offer 401k options and liability insurance.

The Health Benefit Alliance is a leading health insurance agency located at 1 Huntington Quadrangle in Melville, New York, United States. We are dedicated to providing comprehensive health benefits and insurance solutions to individuals and businesses. Our experienced team of professionals works tirelessly to help our clients navigate the complex world of healthcare, ensuring they have access to the best coverage options available. With a focus on customer service and personalized support, The Health Benefit Alliance is committed to helping you achieve optimal health and financial security.

New York Life: Balwant Singh is an insurance agency located at 576 Broadhollow Road, Melville, New York, United States. They offer permanent policies with a guaranteed death benefit and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution provides support for everyday tasks, income replacement due to sickness or injury, and professionally managed investments with potential market gains. They also offer guidance on creating an investment strategy, setting up an estate plan, and insurance options for employees, executives, and business owners. New York Life is committed to giving back to the community through charitable initiatives and has a diverse and welcoming workplace. With over 175 years of experience, they offer tailored solutions to meet your financial needs and goals. Their mission is to make the world a better place through responsible investing, community engagement, and support for individuals, families, and communities. You can access resources and tools to help you prepare for the future, and cancel anytime.

The Law Office of Ronald D. Weiss, P.C. is a finance and legal institution located at 734 Walt Whitman Road, Melville, New York, United States. With additional locations in Queens, Mineola, and Brooklyn, the law firm is dedicated to providing debt solutions for individuals and businesses facing financial hardship. Since 1988, Ronald D. Weiss, ESQ. has been representing clients in bankruptcy, foreclosure, negotiation, and modification cases. The experienced attorneys at the firm offer free consultations to assess each unique situation and provide invaluable legal advice. Specializing in bankruptcy cases under Chapters 7, 11, and 13 of the Bankruptcy Code, as well as foreclosure defense, mortgage loan modification, and debt negotiation, the Law Office of Ronald D. Weiss, P.C. offers effective and affordable legal options to help clients overcome financial difficulties. Conveniently located in Melville, the main office is easily accessible from major roadways and offers flexible appointment times. Whether facing overwhelming credit card debt, foreclosure, creditor harassment, or landlord-tenant disputes, the dedicated team at the Law Office of Ronald D. Weiss, P.C. is committed to finding creative and compassionate solutions to resolve financial challenges. With expertise in bankruptcy law, the firm can provide immediate protection to stop collection actions, wage garnishment, and more. From Chapter 7 liquidation to Chapter 13 repayment plans, the attorneys at the Law Office of Ronald D. Weiss, P.C. have the knowledge and skills to guide clients through the bankruptcy process and help them achieve a fresh financial start. In addition to bankruptcy cases, the firm also handles adversary proceedings, contested motions, and bankruptcy appeals to protect clients' rights and assets. With a focus on personalized legal strategies, the Law Office of Ronald D. Weiss, P.C. is dedicated to helping clients navigate complex financial situations and achieve long-term financial stability.

The Law Office of Ronald D. Weiss, P.C. is a prominent law firm located in Manhasset, New York, with additional offices in Melville, Queens, Mineola, and Brooklyn. Specializing in bankruptcy, foreclosure, negotiation, and modification, Ronald D. Weiss, ESQ. and his team have been providing legal representation to individuals and businesses facing financial hardship since 1988. With a focus on "Debt Solutions", the firm offers creative and compassionate solutions to a wide range of debt challenges, including negotiation, litigation, bankruptcy, and other legal options. The experienced attorneys at the Law Office of Ronald D. Weiss, P.C. are dedicated to helping clients navigate through economic challenges, creditor problems, and overwhelming debt. Offering free consultations, the firm provides effective, affordable, and uniquely customized legal options to address virtually any financial difficulty. Conveniently located on Route 110 in Melville, the main office is easily accessible from major roadways in Long Island. Whether it's filing for Chapter 7, Chapter 11, or Chapter 13 bankruptcy, defending against foreclosure actions, or negotiating mortgage loan modifications, the Law Office of Ronald D. Weiss, P.C. is committed to helping clients achieve financial stability and peace of mind. Contact the firm today to schedule a consultation and learn how they can help you resolve your financial challenges.

The Law Office of Ronald D. Weiss, P.C. is a reputable institution located at 70 Sunrise Highway in Valley Stream, New York, with additional locations in Melville, Queens, Mineola, and Brooklyn. Specializing in bankruptcy, foreclosure, negotiation, and modification, the law firm, founded by Ronald D. Weiss, ESQ. in 1993, offers free consultations and invaluable legal advice to individuals and businesses facing financial hardship. With nearly 30 years of experience, the dedicated team at the Law Office of Ronald D. Weiss, P.C. provides effective, affordable, and customized legal solutions to address a wide range of debt challenges. From bankruptcy cases under Chapters 7, 11, and 13 of the Bankruptcy Code to foreclosure defense, mortgage loan modification, and landlord-tenant disputes, the law firm offers expert advice and representation to help clients resolve their financial difficulties. Conveniently located on Route 110 in Melville, the main office is easily accessible from major roadways, and evening and daytime appointments are available. Whether you need assistance with bankruptcy protection, creditor harassment, foreclosure actions, or debt negotiation, the experienced attorneys at the Law Office of Ronald D. Weiss, P.C. are here to help. Contact us today to schedule a consultation and find out how we can assist you in achieving financial relief and peace of mind.

The Law Office of Ronald D. Weiss, P.C. is a renowned legal institution located at 166 Broadway, Amityville, New York, United States. With additional locations in Melville, Queens, Mineola, and Brooklyn, the firm has been providing expert legal representation since 1988. Specializing in bankruptcy, foreclosure, negotiation, and modification law, Ronald D. Weiss, ESQ. and his team offer free consultations to individuals and businesses facing financial hardship. The firm prides itself on offering creative and compassionate debt solutions tailored to each client's unique situation. Whether it's eliminating credit card debt, modifying mortgages, or resolving landlord-tenant disputes, the Law Office of Ronald D. Weiss, P.C. is dedicated to helping clients navigate their financial challenges. With expertise in Chapters 7, 11, and 13 of the Bankruptcy Code, the firm provides effective and affordable legal options to address a wide range of financial difficulties. Conveniently located in Melville with easy access to major roadways, the firm offers evening and daytime appointments for client convenience. Whether you need immediate bankruptcy protection, assistance with adversary proceedings, or representation in bankruptcy appeals, the experienced attorneys at the Law Office of Ronald D. Weiss, P.C. are here to help you find the best solution for your financial needs.

Intense Smoke is a versatile institution located at 532 Walt Whitman Road in Melville, New York. This one-stop shop offers a range of services including ATM access, a convenience store for everyday essentials, financial services, a variety of food options, a well-stocked liquor store, and a diverse selection of products in their store. Whether you need to grab a quick bite, withdraw cash, or stock up on groceries and drinks, Intense Smoke has everything you need in one convenient location.

Merrill Lynch Wealth Management, located at 300 Broadhollow Road in Melville, New York, offers a collaborative network of experienced financial advisors who can provide personalized investing insights, wealth planning strategies, and retirement income planning. With access to resources from Merrill Lynch and Bank of America, advisors can assist with a range of financial needs, including guidance on concentrated stock positions, traditional investments, and estate planning services. The advisors at the BROADHOLLOW NY branch are dedicated to client service and satisfaction, working closely with clients to understand their goals and create tailored financial strategies. Through volunteerism and charitable outreach, the branch also supports the local community and non-profit organizations.

Merrill 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.

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.

Colin Blue - Senior Mortgage Consultant is a finance institution located in Melville, New York, United States. Our team of advisors is dedicated to helping you navigate the home buying process, ensuring you make the right decisions from start to closing. We strive to make your home loan more affordable, offering a $500 credit towards your closing costs when you apply now. Our mortgage rates are based on current market conditions and various factors such as credit score, loan amount, and property type. We provide comprehensive services tailored to your individual needs, ensuring a smooth and seamless experience.

Lynn DiTomasso - Senior Mortgage Consultant is a finance institution located in Melville, New York, United States. They understand that buying a home is a significant and important purchase, and their advisors will guide you through the process from start to closing. They are dedicated to making your home loan more affordable, offering a $500 credit towards your closing costs when you apply. Their mortgage rate disclosures provide transparent information on rates based on various factors such as loan amount, credit score, and property location. They offer a comprehensive service tailored to individual needs and provide brochures for further information.

Bethpage Federal Credit Union is a trusted financial institution located at 501 Walt Whitman Road in Melville, New York. As a credit union, they offer a wide range of financial services including banking, loans, mortgages, and investment options. With a focus on providing exceptional customer service and competitive rates, Bethpage Federal Credit Union is committed to helping their members achieve their financial goals. Whether you need to access an ATM or speak with a finance expert, Bethpage Federal Credit Union is here to help you every step of the way.

Gold Card Capital Merchant Services is a finance institution located at 3000 Hempstead Turnpike, Levittown, New York, United States. We specialize in providing commercial financing solutions to help businesses succeed, including accessing Employee Retention Credit (ERC) money. Our financial programs are tailored to businesses of all sizes and include a variety of loan options to meet specific needs. We offer technical and strategic support to optimize growth and success for our clients. Our commercial finance options include syndicate deals, customized applications, and split commission structures. Founded in 1999 by Michael Adelberg, Gold Card Capital is dedicated to helping young businesses obtain the financing they need to grow. Contact us at 1-855-479-9380 or visit our headquarters in Melville, NY, or our Long Island office in Levittown for more information.