Financial consulting experts in Melville, New York

Michael O'Keeffe, a Financial Advisor at Ameriprise Financial Services, LLC in Melville, New York, United States, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Michael O'Keeffe can help guide you towards your financial goals. With a commitment to ethical practices and ongoing education, Michael is dedicated to providing top-notch financial services to his clients.

Lawrence D Sangirardi is a Financial Advisor at Ameriprise Financial Services, LLC located at 145 Pinelawn Road, Melville, New York, United States. The institution offers a variety of financial services and certifications to meet the diverse needs of individuals. Lawrence D Sangirardi holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications cover a wide range of topics such as asset management, retirement planning, estate planning, investment strategies, and risk management. Lawrence D Sangirardi is dedicated to providing expert financial advice and helping clients make informed decisions to achieve their financial goals.

Ameriprise Financial Services, Inc. is a renowned finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a commitment to providing top-notch financial planning and insurance solutions, Ameriprise is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, investment management, estate planning, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, Ameriprise Financial Services, Inc. is here to guide you every step of the way.

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.

Jeffrey Rudner - UBS Financial Services Inc. 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, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or protect your assets, the experienced team at Jeffrey Rudner - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial advice tailored to your individual needs. Trustworthy, reliable, and committed to excellence, this institution is the go-to destination for all your financial needs.

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.

Tortorici Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located in Melville, New York. Specializing in wealth management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, we offer a wide range of services including investment planning, retirement planning, estate planning, and more. Visit us at 58 South Service Road to learn how we can help you secure your financial future.

Robert Ackerman - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong emphasis on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment advisory, and financial planning. The team at Robert Ackerman - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. With a commitment to excellence and integrity, this institution is a trusted partner for those seeking sound financial advice and solutions.

Raymond James Financial Services is a finance institution located at 445 Broadhollow Road in Melville, New York. As a leading financial services firm, Raymond James provides a wide range of investment and wealth management services to individuals, businesses, and institutions. With a team of experienced financial advisors and experts, they offer personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning, Raymond James Financial Services is dedicated to providing top-notch services and guidance to help you navigate the complexities of the financial world.

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.

Merrill Lynch Financial Advisor Frank J Aimetti is a reputable finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on providing expert financial advice and guidance, clients can trust in the expertise and professionalism of Frank J Aimetti and his team. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Merrill Lynch Financial Advisor Frank J Aimetti offers personalized solutions to help you achieve your financial goals. Contact them today to schedule a consultation and take control of your financial future.

The Long Island Market - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong presence in the financial industry, this institution provides a wide range of financial services to its clients. From investment management to wealth planning, their team of experts is dedicated to helping individuals and businesses achieve their financial goals. Visit The Long Island Market - UBS Financial Services Inc. for personalized financial guidance and top-notch service.

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.

Punturo Financial Services Inc is a leading accounting and finance institution located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from the rest, making us a trusted partner for individuals and businesses seeking expert financial guidance. Visit us today to see how we can help you achieve your financial goals.

The Melville Group - Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York, United States. As part of the renowned Morgan Stanley brand, they offer a wide range of financial services and expertise to individuals, businesses, and institutions. With a focus on providing personalized solutions and strategic advice, The Melville Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures.

McCoy Consultants, LTD is a reputable accounting and finance institution located at 425 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, McCoy Consultants offers a wide range of financial services to individuals and businesses alike. From tax preparation and bookkeeping to financial planning and consulting, clients can trust McCoy Consultants to provide expert advice and assistance. With a commitment to excellence and customer satisfaction, McCoy Consultants is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world.

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.

Income Tax Specialty Co is a trusted accounting and finance institution located at 734 Walt Whitman Road in Melville, New York. Our team of experts specializes in all aspects of income tax preparation, planning, and consulting services. With years of experience and a commitment to excellence, we strive to provide personalized and professional services to meet the unique needs of each client. Whether you are an individual or a business owner, we are dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Contact us today to schedule a consultation and let us help you achieve your financial goals.

Francis Tax and Accounting Service is a reputable institution located in Melville, New York. Specializing in accounting and finance services, our dedicated team of professionals is committed to providing top-notch financial solutions for individuals and businesses alike. With a convenient location on 68 South Service Road, clients can rely on our expertise and personalized approach to meet their financial needs. Whether you require tax preparation, bookkeeping, or financial planning services, Francis Tax and Accounting Service is here to help you navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.

Sundack CPA is a reputable accounting and finance institution located at 425 Broadhollow Road in Melville, New York, United States. With a team of experienced and knowledgeable professionals, Sundack CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Clients can trust in the expertise and personalized attention provided by Sundack CPA to help them manage their finances and achieve their financial goals.

Hedayati Law Group P.C. is a legal institution located at 445 Broadhollow Road, Melville, New York, United States. Specializing in divorce and family law matters, their team of Long Island divorce attorneys are dedicated to protecting the best interests of both men and women facing emotionally and financially draining situations. With a focus on listening to your needs and prioritizing your goals, they offer better legal rates compared to other New York firms, ensuring dedicated counsel at an affordable price. Understanding the sensitive nature of family concerns, their team delivers compassionate counsel and authoritative representation to guide you through difficult times. Leveraging their courtroom-tested insights, Hedayati Law Group P.C. aims to resolve cases efficiently, minimizing stress and delays to help you move forward towards a strong future.

Tayne Law Group, P.C. is a reputable finance and legal institution located at 135 Pinelawn Road in Melville, New York. With a team of experienced lawyers and financial experts, they provide top-notch services to clients in need of legal and financial assistance. Whether you require help with debt management, estate planning, or any other legal matter, Tayne Law Group, P.C. is dedicated to providing personalized solutions tailored to your specific needs. Trust in their expertise and professionalism to guide you through any legal or financial challenge you may face.

Brian M Gill - State Farm Insurance Agent is a health and insurance agency located at 713 Walt Whitman Road, Melville, New York, United States. Just 5 traffic lights north of Northern State Parkway and south of Walt Whitman Mall, Brian Gill and his team have been providing professional insurance services to Long Island for over 25 years. Specializing in Auto Insurance, Home Insurance, Life Insurance, Condo Insurance, Renters Insurance, Boat Insurance, Personal Articles Insurance, and Personal Liability Umbrella Policies, they also offer Business Insurance and Worker’s Compensation Policies for small businesses. The team is warm, friendly, and knowledgeable, with multiple bilingual members who can assist in Spanish, Turkish, French, and English. Brian Gill, a Long Island native, opened his State Farm Agency in Melville in 1995 and has been consistently recognized as one of the top State Farm Agencies. They serve Melville, Dix Hills, Huntington, and surrounding areas, as well as all of New York State. The agency is dedicated to providing superior customer service and giving back to the community through various initiatives. For all your insurance needs, visit Brian M Gill - State Farm Insurance Agent today.

First Heritage Insurance Agency is a leading insurance agency located at 324 South Service Road in Melville, New York. We specialize in providing a wide range of insurance products and services to meet the needs of individuals and businesses in the United States. Our team of experienced agents is dedicated to helping our clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Contact us today to learn more about our personalized insurance solutions.

Next Business Solutions Inc. - Michael Lucarelli is a reputable health and insurance agency located at 115 Broadhollow Road in Melville, New York, United States. With a focus on providing top-notch services to clients, this institution offers a wide range of health and insurance solutions tailored to individual needs. Led by Michael Lucarelli, a seasoned professional in the industry, the team at Next Business Solutions Inc. is dedicated to helping clients navigate the complexities of the healthcare and insurance landscape. Whether you are looking for health coverage or insurance options, you can trust Next Business Solutions Inc. to provide expert guidance and support.

Atlantic Complete Lending Solutions is a finance institution located at 20 Broadhollow Road in Melville, New York. We specialize in providing comprehensive lending solutions to meet the financial needs of individuals and businesses. Our experienced team of professionals is dedicated to helping clients secure the funding they need to achieve their goals. Whether you are looking to purchase a home, start a business, or consolidate debt, Atlantic Complete Lending Solutions is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Embrace Home Loans, led by Branch Manager and Senior Loan Officer James Garvey, is a reputable financial institution located at 425 Broadhollow Road in Melville, New York. Specializing in providing a wide range of banking and finance services, Embrace Home Loans is committed to helping individuals and families achieve their financial goals. With a strong focus on customer service and personalized solutions, James Garvey and his team strive to provide clients with the guidance and support they need to make informed decisions about their finances. Whether you are looking to purchase a new home, refinance an existing loan, or explore other financial options, Embrace Home Loans is dedicated to helping you navigate the complexities of the lending process with ease and confidence.

Jason Ramirez is a reputable finance institution located at 324 South Service Road in Melville, New York, United States. With a team of experienced professionals, Jason Ramirez offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Jason Ramirez is dedicated to providing personalized solutions tailored to your specific needs. Trust in Jason Ramirez for expert guidance and support in navigating the complexities of the financial world.

Reliant Home Funding, Inc. is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. At Reliant Home Funding, we offer real-time, customized rates through our quick and simple online process. Our dedicated team of experts will guide you through the mortgage process, ensuring you get the best home loan program and interest rate tailored to your needs. Whether you're looking to buy a new home or refinance your existing mortgage, we are here to help. Our family-run business values building relationships with our clients and providing exceptional service. Contact us today to see how we can help you achieve your homeownership goals.

Bradley & Parker, Inc is a reputable insurance agency located at 320 South Service Road in Melville, New York, United States. With a strong commitment to providing top-notch insurance solutions, our experienced team of professionals is dedicated to helping clients protect what matters most. Whether you are in need of personal, commercial, or specialty insurance, Bradley & Parker, Inc is here to provide expert guidance and tailored coverage options to meet your unique needs. Trust us to safeguard your assets and provide peace of mind for the future.