TOP 30 Financial management software in Melville, New York

11 results found

Insignis Financial Group LLC is a leading finance institution located at 200 Broadhollow Road in Melville, New York, United States. Specializing in a wide range of financial services, including investment management, financial planning, and wealth management, Insignis Financial Group LLC is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, clients can trust Insignis Financial Group LLC to provide expert guidance and support for all their financial needs.

Matthew Rogers is a financial advisor at Ameriprise Financial Services, LLC, located at 48 South Service Road in Melville, New York, United States. Specializing in finance, Matthew offers personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. He helps clients track their progress towards goals such as retirement, education, or major purchases like a second home. With regular meetings and updates as life changes, Matthew ensures that your financial strategy remains on track. Clients can easily access their investments and accounts from any device, securely sharing information with Matthew. To learn more about how Matthew can help you achieve your financial goals, schedule a complimentary initial consultation. Residents of select states can conduct securities business with Matthew, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, providing a secure and regulated environment for financial planning. Get in touch with Matthew Rogers today to start planning for a secure financial future.

G&H CPAs is a reputable accounting and finance institution located at 445 Broadhollow Road in Melville, New York. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to providing high-quality and personalized services sets them apart from other firms in the industry. Whether you are an individual or a business owner, G&H CPAs is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Anne Napolitano Consulting, Inc. is a leading provider of Business Accounting & Advisory Services located in Melville, New York. With a focus on accounting and finance, our team of experts is dedicated to helping businesses navigate the complexities of financial management. From bookkeeping and tax preparation to strategic financial planning, we offer a comprehensive range of services to meet the unique needs of each client. Whether you are a small startup or a large corporation, our experienced professionals are here to provide personalized solutions to help you achieve your financial goals. Visit us at 25 Melville Park Road to learn more about how Anne Napolitano Consulting, Inc. can support your business.

Tax Accountant - Fincadia is a reputable institution located at 425 Broadhollow Road in Melville, New York, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes with ease. Whether you need assistance with tax preparation, planning, or consulting, Tax Accountant - Fincadia is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you with all your tax needs.

Shields & Co Cpa's LLP is a reputable finance institution located at 525 Broadhollow Road in Melville, New York, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Their dedication to providing personalized and professional services sets them apart in the industry, making them a trusted partner for individuals and businesses alike.

Griesmeyer & Associates is a reputable accounting and finance institution located at 900 Walt Whitman Road in Melville, New York. Our team of experienced professionals provide a wide range of financial services to individuals and businesses in the United States. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Comprehensive Hospitality Solutions, LLC is a leading accounting and finance institution located at 555 Broadhollow Road in Melville, New York, United States. Our team of experts specializes in providing comprehensive financial solutions tailored specifically for the hospitality industry. With a focus on accuracy, efficiency, and personalized service, we help businesses in the hospitality sector manage their finances effectively and achieve their financial goals. Whether you need assistance with budgeting, forecasting, tax planning, or financial analysis, our experienced professionals are here to help. Contact us today to learn more about how Comprehensive Hospitality Solutions, LLC can support your financial needs.

IDMS - Account Ability is a leading institution specializing in accounting and finance services. Located at 555 Broadhollow Road in Melville, New York, United States, IDMS - Account Ability offers a wide range of financial solutions to individuals and businesses. With a team of experienced professionals, the institution is dedicated to providing top-notch accounting services to help clients manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, IDMS - Account Ability is here to assist you every step of the way. Trust in their expertise to ensure your financial success.

Kweit Mantell & DeLucia CPAs, located at 225 Broadhollow Road in Melville, New York, offers a wide range of accounting and finance services. Whether you are an individual or a business, our client-first approach allows you to focus on growing your business while we handle your financial needs. Our team of CPAs have a deep understanding of tax regulations and can help you navigate through the ever-changing tax laws. With over 50 years of experience, our firm was founded by Leon A. Kweit with a mission to serve clients with professionalism and dedication. Our reputation reflects the high standards we demand of ourselves in providing comprehensive accounting and advisory services. From tax preparation services to financial advisory services, we are here to help you prepare for the future and ensure your success.

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.