TOP 10 Financial planning professionals in Melville, New York
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Kuttin Consulting Group Inc
Kuttin Consulting Group Inc, located at 445 Broadhollow Road in Melville, New York, is a team of industry experts and consultants dedicated to helping financial advisors, accountants, and businesses in various industries achieve accelerated and sustainable growth. With a focus on Quantum Growth, our team provides targeted coaching, proven processes, and deep expertise to help you and your team develop the skills and knowledge necessary to lead, grow, and execute successfully. We offer sophisticated strategies to help you achieve a competitive edge and navigate the challenges of ever-changing markets. Whether you are pursuing external acquisitions or client development, we have developed proven processes and systems to help you scale quickly and profitably. Our consultants and coaches bring deep industry knowledge and specialized expertise in leadership, management, marketing, and acquisitions.
BDO
BDO, located at 201 Old Country Road in Melville, New York, is a leading accounting and finance institution offering a wide range of services to businesses in the area. Stay informed about emerging trends, regulatory updates, and the latest headlines in the industry. Discover how to drive new growth and find competitive advantages for your business with valuable data and insights. Our Melville office serves the Long Island and New York Metropolitan Area, providing world-class resources and exceptional service to our clients. With a team of talented professionals, we offer assurance, tax, and advisory services to various industries including manufacturing, retail, real estate, technology, and more.
Aegis Capital Corporation
Aegis Capital Corporation is a finance institution located at 1305 Walt Whitman Road in Melville, New York, United States. They offer a wide range of financial services including investment banking, wealth management, and institutional sales and trading. With a team of experienced professionals, Aegis Capital Corporation provides personalized financial solutions to help clients achieve their financial goals.
CCG
CCG is a leading finance institution located at 1800 Walt Whitman Road in Melville, New York, United States. With a reputation for excellence and expertise in the financial industry, CCG offers a wide range of services to meet the needs of individuals and businesses alike. From investment management to financial planning, CCG is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to exceptional customer service, CCG is a trusted partner for all your financial needs.
Tantillo Wealth Management
Tantillo Wealth Management is a leading finance and insurance agency located at 555 Broadhollow Road in Melville, New York. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are looking to invest for the future, protect your assets, or plan for retirement, Tantillo Wealth Management is here to provide expert guidance and support. Contact us today to learn more about our comprehensive financial services.
James Castaldo CPA & Associates
James Castaldo CPA & Associates is a reputable accounting and finance institution located in Melville, New York. With a commitment to providing top-notch financial services, their team of experienced professionals offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual looking for personal financial advice or a business in need of accounting services, James Castaldo CPA & Associates is dedicated to helping you achieve your financial goals. Visit their office at 68 South Service Road to learn more about how they can assist you with your financial needs.
Leonarda Okpych - Morgan Stanley
Leonarda Okpych - Morgan Stanley is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a branch of the renowned Morgan Stanley firm, Leonarda Okpych offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, Leonarda Okpych - Morgan Stanley is dedicated to providing top-notch financial expertise and guidance.
Pelkonen and Associates
Pelkonen and Associates is a reputable institution located at 425 Broadhollow Road in Melville, New York. With a team of experienced professionals, they offer a wide range of services including financial planning, investment management, and retirement planning. Their personalized approach and commitment to client satisfaction set them apart in the industry. Whether you are looking to secure your financial future or grow your wealth, Pelkonen and Associates can help you achieve your goals. Contact them today to schedule a consultation and take the first step towards a brighter financial future.
Tony Gomez CFP Northwestern Mutual
Tony Gomez CFP Northwestern Mutual is a finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in financial planning and wealth management, our team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we provide comprehensive financial solutions tailored to each individual's unique needs. Trust Tony Gomez CFP Northwestern Mutual to guide you towards a secure financial future.
Wealth Planners, Inc.
Wealth Planners, Inc. is a leading finance institution located at 555 Broadhollow Road in Melville, New York, United States. Our team of experienced financial experts is dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our professionals are here to provide comprehensive financial guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future with Wealth Planners, Inc.
Ayman Ibrahim CPA
Ayman Ibrahim CPA is a reputable accounting, finance, and insurance agency located at 515 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or insurance coverage, our dedicated team is here to provide personalized and reliable solutions. Trust Ayman Ibrahim CPA for all your accounting and financial needs.
Merrill Lynch Wealth Management
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.
Schrier & Company PLLC
Schrier & Company PLLC is a leading accounting and finance institution located at 175 Broadhollow Road in Melville, New York. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized approach to each client sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, Schrier & Company PLLC is dedicated to helping you achieve your financial goals.
Anne Napolitano Consulting, Inc. - Business Accounting & Advisory Services
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.
a&f capital group
A&F Capital Group, located at 200 Broadhollow Road in Melville, New York, is an independent financial services and insurance company. We specialize in providing objective solutions for small and mid-sized businesses, as well as high net worth individuals, without the sale of any proprietary products. Our team prides itself on building personal client relationships and providing unparalleled service. We believe in frequent communication with our clients to keep them fully informed about their accounts and to help them achieve their financial goals while minimizing unnecessary risk. Our focus is on creating custom investment and insurance portfolios that offer consistent tax-efficient returns.
Behar & Company
Behar & Company is a reputable accounting and finance institution located at 150 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Behar & Company to provide accurate and reliable financial solutions to help them achieve their goals.
Hochheiser Deutsch & Company Inc
Hochheiser Deutsch & Company Inc is a leading finance institution located at 225 Broadhollow Road in Melville, New York, United States. With a strong reputation for excellence in financial services, this institution offers a wide range of investment and advisory services to clients. Their team of experienced professionals provides personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Hochheiser Deutsch & Company Inc is dedicated to providing expert guidance and support.
Northwestern Mutual Wealth Management Company: Michael P Mennella, CFPÂ , CLUÂ , ChFCÂ , CLTC
Northwestern Mutual Wealth Management Company, led by Michael P Mennella, CFP, CLU, ChFC, CLTC, is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, they offer comprehensive wealth management services to help clients achieve their financial goals. Specializing in financial planning, insurance, retirement planning, and investment management, they strive to provide personalized solutions tailored to each client's unique needs. With a strong commitment to integrity and excellence, Northwestern Mutual Wealth Management Company is dedicated to helping clients secure their financial future.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a leading financial institution located at 395 North Service Road in Melville, New York, United States. With a strong focus on personalized service and expertise in a wide range of financial services, Janney Montgomery Scott LLC provides comprehensive investment solutions for individuals, families, and businesses. Whether you are looking for wealth management, retirement planning, or investment advice, the professionals at Janney Montgomery Scott LLC are dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing top-notch financial services to clients in the Melville area and beyond.
Mark T Greco - Morgan Stanley
Mark T Greco - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Mark T Greco - Morgan Stanley provides personalized financial advice and solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Northwestern Mutual: Charles Valenti
Northwestern Mutual: Charles Valenti is a finance institution located at 400 Broadhollow Road in Melville, New York, United States. As a branch of Northwestern Mutual, this institution offers a range of financial services such as insurance, investments, and financial planning. With a focus on helping clients achieve their financial goals and secure their future, Northwestern Mutual: Charles Valenti provides personalized and comprehensive financial solutions tailored to each individual's needs. Whether you are looking to protect your assets, grow your wealth, or plan for retirement, the experienced professionals at Northwestern Mutual: Charles Valenti are dedicated to helping you navigate the complexities of the financial world and make informed decisions for your financial well-being.
GM Advisory Group
GM Advisory Group is a leading finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in providing expert financial advisory services, GM Advisory Group offers personalized solutions to help clients navigate the complexities of the financial world. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, GM Advisory Group is dedicated to providing top-notch financial guidance tailored to your specific needs.
Douglas Horn - Morgan Stanley
Douglas Horn - Morgan Stanley is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a branch of the well-known Morgan Stanley brand, Douglas Horn offers a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, clients can expect personalized and expert guidance to help them achieve their financial goals. Whether you are looking to grow your portfolio, plan for the future, or secure your retirement, Douglas Horn - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to your individual needs.
David P. Schiebelhuth - Morgan Stanley
David P. Schiebelhuth - Morgan Stanley is a 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 financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, David P. Schiebelhuth - Morgan Stanley is committed to helping you secure a strong financial future.
Cep Consultants Inc
CEP Consultants Inc is a reputable finance institution located at 1800 Walt Whitman Road in Melville, New York. With a team of experienced professionals, CEP Consultants Inc provides a wide range of financial services to individuals and businesses in the United States. From financial planning to investment management, CEP Consultants Inc is dedicated to helping clients achieve their financial goals. Visit us today to learn more about our services and how we can help you secure your financial future.
Unitas Wealth Management
Unitas Wealth Management is a premier financial institution located at 395 North Service Road in Melville, New York. Our team of experienced professionals is dedicated to providing personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Unitas Wealth Management offers tailored solutions to meet your specific needs. With a focus on transparency, integrity, and excellence, we strive to build long-lasting relationships with our clients based on trust and mutual success. Contact us today to learn more about how we can help you secure your financial future.
Macchiarola Roy J
Macchiarola Roy J is a reputable accounting and finance institution located at 734 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Macchiarola Roy J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing excellent service and expertise in all areas of accounting and finance.
Greene & Company LLP
Greene & 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.
Megan D. Muccio, CPA, PLLC
Megan 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.
Marcum LLP
Marcum 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.
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