TOP 30 Financial inclusion services in Melville, New York

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Merrill Lynch Financial Advisor Andre A Lee is located at 1305 Walt Whitman Road in Melville, New York, United States. This institution offers a wide range of investment solutions from Merrill and banking products from Bank of America. The team at Merrill Lynch focuses on building lasting client/advisor relationships based on trust, transparency, and communication. They prioritize individual and family goals and leverage tools and resources to help clients achieve these goals. With a goals-based wealth management approach, they assist in designing and implementing customized wealth management strategies to help clients pursue their financial goals while managing investment risks. The institution believes in inclusive and interactive relationships with clients, ensuring that their immediate and future needs are aligned with their wealth strategy. Through access to investment insights from Merrill and services provided by Bank of America, they develop strategies to address clients' financial needs. The team at Merrill Lynch believes that financial success is achieved by making investment decisions that align with personally meaningful goals. They offer tools to help clients track changes in their lives and reflect these changes in their financial approach. Ultimately, Merrill Lynch Financial Advisor Andre A Lee provides access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.

Robbins Geller Rudman & Dowd LLP, located at 58 South Service Road in Melville, New York, is a top-tier law firm specializing in complex class action cases such as securities fraud, antitrust, breach of fiduciary duty, consumer fraud, and privacy issues. With a team of 200 lawyers across 10 offices, Robbins Geller has a track record of securing some of the largest securities class action recoveries in history, including a record-breaking $7.2 billion in the Enron Corp. case. The firm recently topped the ISS Securities Class Action Services Top 50 Report for the third consecutive year, recovering over $1.75 billion for investors in 2022 alone. Additionally, Robbins Geller is dedicated to promoting diversity and inclusion in the legal profession, actively recruiting law students from underrepresented groups as Fellows during their 2L summer. With a focus on recruiting the next generation of plaintiffs' bar leaders, Robbins Geller Rudman & Dowd LLP continues to be a powerhouse in the legal industry."

City 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.