TOP 30 Financial solutions in Melville, New York

337 results found

Bostwick Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 515 Broadhollow Road, Melville, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients receive regular progress reviews, updates to their financial approach, and secure access to their investments and accounts from any device. The institution provides a complimentary initial consultation to discuss financial goals and offers insights into the current market trends. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations for client privacy and security. Clients can expect personalized financial planning concepts and ongoing support to help them achieve their financial goals.

Merrill Lynch Financial Advisor John R Holst is a finance institution located at 300 Broadhollow Road, Melville, New York, United States. As a Senior Resident Director - Wealth Management Advisor, John R Holst and his team are dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill and the banking convenience of Bank of America, they provide a wide range of opportunities including investments, retirement income planning, estate planning services, and philanthropy. The Holst Kelley Wealth Management Group specializes in understanding the unique needs of clients who are passionate about yachting, offering tailored financial strategies to help them achieve their goals. By utilizing the Investment Personality Assessment, they customize financial approaches to align with individual preferences and goals. With a focus on helping clients reach their financial aspirations, the team at Merrill Lynch Wealth Management is committed to providing comprehensive financial solutions and personalized investment strategies.

Natalie Mcginley, Financial Professional - New York Life, located at 1660 Walt Whitman Road, Melville, New York, United States, offers a wide range of financial services and products to meet the needs of clients. Specializing in creating custom insurance and financial solutions, Natalie works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. With expertise in life insurance, long-term care, disability insurance, annuities, and investments, Natalie helps clients protect their families, assets, and businesses from unexpected events while pursuing greater returns for a secure retirement. As a financial advisor with Eagle Strategies, Natalie is committed to building long-term relationships with clients and providing personalized guidance and support through life's biggest moments. From life insurance to financial strategy, Natalie helps clients turn their love for their families into policies that offer protection and peace of mind. Whether planning for retirement, education expenses, or estate transfer, Natalie can help clients navigate the complex world of finance and create customized plans that meet their needs and goals. Contact Natalie Mcginley, Financial Professional - New York Life, to start planning for a secure financial future.

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.

Rosica Wealth Management Group - UBS Financial Services Inc. is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong commitment to providing top-notch financial services, the institution offers a wide range of wealth management solutions tailored to meet the unique needs of their clients. From investment planning to retirement strategies, the team at Rosica Wealth Management Group - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth or protect your assets, you can trust in the expertise and professionalism of this esteemed institution.

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.

The Empire Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a strong reputation for excellence and integrity, The Empire Group - UBS Financial Services Inc. is committed to delivering top-notch financial services to individuals, families, and businesses.

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 Reilly Financial Group - Ameriprise Financial Services, LLC is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution offers consultations on financial planning concepts, but does not guarantee future financial results. Users of the site must adhere to Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC. Clients can refer friends or family members to help them achieve their financial goals. The institution prioritizes privacy and security, with an Online Security Guarantee and information on email fraud.

SW Financial is a leading finance institution located at 1295 Walt Whitman Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, SW Financial offers a wide range of solutions tailored to meet the unique needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today and see how SW Financial can help secure your financial future.

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.

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.

Affordable Financial Services Ltd. is a finance institution located in Melville, New York, United States. We offer a wide range of financial services at affordable rates to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' unique needs and goals. Whether you need assistance with budgeting, investments, loans, or any other financial matter, Affordable Financial Services Ltd. is here to help you achieve financial success. Contact us today to learn more about how we can assist you in reaching your financial goals.

Planet Home Lending, LLC in Melville is a finance institution located at 265 Broadhollow Road in Melville, New York. Our dedicated team of professionals is committed to helping individuals and families achieve their homeownership dreams. With a wide range of mortgage products and services, we strive to provide personalized solutions tailored to each client's unique needs. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Planet Home Lending, LLC in Melville is here to guide you every step of the way. Visit us today to learn more about how we can help you secure the perfect home loan.

Cardinal Financial Company, Limited Partnership is a reputable finance institution located at 41 Pinelawn Road in Melville, New York, United States. With a focus on providing top-notch financial services, Cardinal Financial Company offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, wealth management services, or assistance with loans and mortgages, the experienced team at Cardinal Financial Company is dedicated to helping you achieve your financial goals. Trustworthy and reliable, Cardinal Financial Company is committed to providing exceptional service and support to its clients.

Summit Funding Solutions is a leading finance institution located at 445 Broadhollow Road in Melville, New York. Specializing in providing innovative financial solutions, Summit Funding helps individuals and businesses achieve their financial goals. With a team of experienced professionals, Summit Funding offers a range of services including loans, investment opportunities, and financial planning. Whether you are looking to start a new business, purchase a home, or expand your investment portfolio, Summit Funding Solutions is dedicated to helping you navigate the complexities of the financial world and achieve success.

Welcome to Hotaling Insurance Services - Melville Insurance, your trusted partner in navigating the complex world of insurance. Conveniently located at 8 Fletcher Place, Melville, New York, we are dedicated to providing tailored insurance solutions that meet your unique needs. Our commitment to personalized service, industry expertise, and a client-centric approach ensures that you gain peace of mind with our risk management services. At Hotaling Insurance Services, we understand that a one-size-fits-all approach just doesn’t work when it comes to insurance. That’s why we pride ourselves on being a full-service insurance agency that partners with you every step of the way. Our mantra, “Together We Win,” reflects our belief in collaboration to keep your insurance needs aligned with your evolving financial landscape.

Matthews Tax Consultants is a trusted accounting and finance institution located at 5 Fenton Street in Melville, New York. With a team of experienced professionals, we provide expert tax consulting services to individuals and businesses alike. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their savings and minimize their liabilities. Whether you need help with tax planning, preparation, or resolution, Matthews Tax Consultants is here to provide personalized and reliable solutions. Contact us today to schedule a consultation and take control of your financial future.

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.