TOP 10 Financial advisors in Melville, NY
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Greene & Company LLP
● OpenGreene & 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.
425 Broadhollow Rd #116, Melville, NY 11747, United States -
Megan D. Muccio, CPA, PLLC
● OpenMegan 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.
510 Broadhollow Rd suite 204-2, Melville, NY 11747, United States -
Marcum LLP
● OpenMarcum 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.
10 Melville Park Rd, Melville, NY 11747, United States -
Zerah & Company CPA
● OpenZerah & Company CPA is a leading accounting firm located at 445 Broadhollow Road in Melville, New York. Our team of experienced Certified Public Accountants (CPAs) provides a wide range of financial services to individuals and businesses in the United States. We offer expert tax planning and preparation, audit and assurance services, bookkeeping, and consulting to help our clients achieve their financial goals. With a commitment to excellence and personalized service, Zerah & Company CPA is dedicated to helping our clients succeed.
445 Broadhollow Rd #230, Melville, NY 11747, United States -
Frey & Wagner, CPA's, PC
● OpenFrey & 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.
145 Pinelawn Rd STE 310N, Melville, NY 11747, United States -
Beth S. Russell CPA PC
● OpenBeth S. Russell CPA PC is a reputable accounting and finance institution located at 25 Melville Park Road in Melville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Whether you are an individual or a business owner, Beth S. Russell CPA PC is dedicated to providing personalized and high-quality financial solutions to help you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.
25 Melville Park Rd Suite 212, Melville, NY 11747, United States -
Klueg Filippone & Co CPAs LLP
● OpenKlueg 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.
1 Huntington Quadrangle #3so, Melville, NY 11747, United States -
Fred J Catalano - Morgan Stanley
● OpenFred J Catalano - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. As a branch of the renowned Morgan Stanley financial services firm, Fred J Catalano offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or manage your assets, Fred J Catalano - Morgan Stanley is dedicated to helping you achieve your financial goals.
58 S Service Rd # 400, Melville, NY 11747, United States -
Rogers & Co
● OpenRogers & Co is a reputable accounting and finance institution located at 534 Broadhollow Road in Melville, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, Rogers & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit their office today to see how they can assist you with your accounting and finance needs.
534 Broadhollow Rd STE 300, Melville, NY 11747, United States -
Jennifer A Segura - Morgan Stanley
● OpenJennifer A Segura - Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services and advice, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Jennifer A Segura - Morgan Stanley is here to guide you every step of the way. Trust us to provide personalized solutions and expert guidance to help you secure your financial future.
58 S Service Rd # 400, Melville, NY 11747, United States -
Scott B McKenna - Morgan Stanley
● OpenScott B McKenna - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As part of the prestigious Morgan Stanley brand, this institution offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial professionals, Scott B McKenna - Morgan Stanley is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, this institution is committed to providing top-notch service and guidance to meet your needs.
58 S Service Rd # 400, Melville, NY 11747, United States -
Matthew Thompson - Morgan Stanley
● OpenMatthew 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.
58 S Service Rd # 400, Melville, NY 11747, United States -
Salvatore P Vitale - Morgan Stanley
● OpenSalvatore 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.
58 S Service Rd # 400, Melville, NY 11747, United States -
The Pine Barrens Group - Morgan Stanley
● OpenThe 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.
58 S Service Rd # 400, Melville, NY 11747, United States -
N J Grella & Associates LLC
● OpenN J Grella & Associates LLC is a reputable accounting and finance institution located at 9 Legends Circle, Melville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust N J Grella & Associates LLC to provide personalized and reliable solutions to meet their financial needs.
9 Legends Cir, Melville, NY 11747, United States -
Hoenigmann Cohen & Co
● OpenHoenigmann Cohen & Co is a reputable accounting and finance institution located at 35 Pinelawn Road in Melville, New York. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
35 Pinelawn Rd # 201W, Melville, NY 11747, United States -
Ralph Laporta - Morgan Stanley
● OpenRalph 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.
58 S Service Rd # 400, Melville, NY 11747, United States -
Michael Lupia - Morgan Stanley
● OpenMichael Lupia - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, Michael Lupia - Morgan Stanley offers expert advice and guidance to clients looking to manage their investments, plan for retirement, or navigate the complexities of the financial market. The institution is committed to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are a seasoned investor or just starting out, Michael Lupia - Morgan Stanley is dedicated to providing personalized solutions to meet your unique needs.
58 S Service Rd # 400, Melville, NY 11747, United States -
Gary P Silko CPA PC
● OpenGary P Silko CPA PC is a reputable accounting and finance institution located at 290 Broadhollow Road in Melville, New York, United States. With years of experience in the industry, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of skilled professionals is dedicated to providing top-notch service and personalized solutions to meet their clients' needs. Whether you need help with tax compliance or financial analysis, Gary P Silko CPA PC is committed to helping you achieve your financial goals.
290 Broadhollow Rd Suite 210 E, Melville, NY 11747, United States -
Barry Knepper CFO, CPA
● OpenBarry Knepper CFO, CPA is a reputable accounting and finance institution located at 736 Verona Drive in Melville, New York, United States. With a focus on providing top-notch financial services, Barry Knepper and his team of certified professionals offer expert advice and guidance to help individuals and businesses manage their finances effectively. Whether you are looking for tax preparation, financial planning, or other accounting services, Barry Knepper CFO, CPA is dedicated to providing personalized solutions to meet your specific needs. Trust in their expertise and experience to help you achieve your financial goals.
736 Verona Dr, Melville, NY 11747, United States -
Colin Blue - Senior Mortgage Consultant
● OpenColin 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.
One Huntington Quadrangle Ste. 1N16, Melville, NY 11747, United States -
Lynn DiTomasso - Senior Mortgage Consultant
● OpenLynn 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.
One Huntington Quadrangle Ste. 1N16, Melville, NY 11747, United States -
ConnectOne Bank
● OpenConnectOne Bank, located at 48 South Service Road in Melville, New York, is a trusted financial institution offering a range of banking solutions for both personal and business needs. Did you know that writing checks could put you at risk of check fraud? That's why ConnectOne Bank hosts annual Shred Events where you can securely shred your documents on-site with Legal Shred paper shredding service. With your ConnectOne Bank Visa® Debit Card, you can conveniently use Mobile Wallet for easy transactions. The bank offers banking blueprints tailored to meet the needs of entrepreneurs, as well as access to over 55,000 surcharge-free ATMs worldwide through their partnership with AllPoint®.
48 S Service Rd #207, Melville, NY 11747, United States -
Flagstar Commerical & Private Banking
● OpenFlagstar Commercial & Private Banking is a trusted financial institution located at 68 South Service Road in Melville, New York. Specializing in ATM services, banking, and finance, Flagstar offers a wide range of commercial and private banking solutions to meet the needs of businesses and individuals. With a commitment to providing personalized service and innovative financial products, Flagstar is dedicated to helping clients achieve their financial goals. Visit us today to experience the convenience and expertise of Flagstar Commercial & Private Banking.
68 S Service Rd, Melville, NY 11747, United States -
City National Bank
● OpenCity 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.
425 Broadhollow Rd Suite 105, Melville, NY 11747, United States -
Nationwide Mortgage Bankers
● OpenNationwide Mortgage Bankers, located in Melville, New York, is a leading finance institution specializing in home loans. Our online platform makes the financing process simple and efficient, allowing you to easily apply and get pre-qualified for a mortgage in no time. Our mortgage specialists provide prompt feedback and support to ensure a smooth journey to homeownership. With our BuyNOW Platform, you can show sellers that you are a qualified buyer with an underwritten pre-approval, giving you a competitive advantage when submitting offers. Our digital mortgage process accelerates the path to owning your dream home.
3 Huntington Quadrangle Suite 403N, Melville, NY 11747, United States -
Chase ATM
● OpenWelcome to Chase ATM at 115 Broadhollow Road, Melville, New York 11747, United States. We are your local financial partner, offering a range of services to meet your banking needs. Please note that the content on the following pages is available only in English. Moreover, if you choose to apply for Chase products online, all account-related documents will be provided exclusively in English. At Chase, we provide comprehensive Business Banking services, offering guidance from a team of professionals who specialize in enhancing cash flow, providing credit solutions, and managing payroll. Our suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions tailored specifically for businesses.
115 Broadhollow Road, Melville, New York 11747, United States -
Chase Bank
● OpenWelcome to Chase Bank, located at 115 Broadhollow Road, Melville, New York 11747, United States. As a leading provider of financial services, Chase Bank offers a comprehensive range of solutions including ATM services, personal and business banking, and financial management. Our Melville branch is dedicated to providing exceptional service tailored to meet your financial needs. Whether you're managing personal finances or running a business, our team of business professionals is here to guide you. We specialize in improving cash flow, offering credit solutions, and managing payroll, ensuring your business operates smoothly and efficiently.
115 Broadhollow Road, Melville, New York 11747, United States -
Luss Group
● OpenWelcome to The Luss Group, Inc., your trusted partner in insurance and financial services. Conveniently located at 102 West Broadway, Port Jefferson, New York 11777, we pride ourselves on delivering personalized and comprehensive solutions to meet your unique needs. With a commitment to excellence and a client-first approach, The Luss Group offers a wide range of insurance products and financial planning services designed to help you secure your financial future. Our experienced team, led by Kevin A. Luss, CFP, ChFC, is dedicated to providing expert guidance and tailored strategies for every stage of your life.
102 West Broadway, Port Jefferson, New York 11777, United States -
The Luss Group Inc
● OpenWelcome to The Luss Group, Inc., your trusted partner for comprehensive insurance and financial services located at 45 Main Street, Southampton, New York. Serving the Hamptons and beyond, we specialize in financial planning and insurance solutions tailored to meet your unique needs. Led by Kevin A. Luss, CFP, ChFC, our team is committed to providing expert guidance and personalized strategies to help you achieve your financial goals. As a registered representative, Kevin offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, a member of SIPC.
45 Main Street, Southampton, New York 11968, United States
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