Growth strategy in Melville, New York
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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.
Bank of America Private Client Advisor Vincent A Keaveny
Bank of America Private Client Advisor Vincent A Keaveny, located at 300 Broadhollow Road in Melville, New York, offers wealth management guidance for clients with complex financial needs. With nearly two decades of experience, Vincent specializes in serving high-net-worth individuals, families, non-profit organizations, entrepreneurs, and more. He leads a team of specialists to deliver personalized wealth management strategies based on individual objectives. Vincent's background includes roles at JP Morgan Chase and Citigroup Investment Services before joining Bank of America Private Bank in 2004. He holds a B.A. in economics from Fordham University and an M.B.A. in finance from Hofstra University. Active in his community, Vincent enjoys competing in local running races and triathlons. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They listen carefully to clients' needs and goals to create tailored strategies that aim to meet their best interests now and in the future. With a history of over 200 years, Bank of America Private Bank helps clients manage significant wealth by providing personalized approaches and leveraging the resources of Bank of America. Their commitment is to make clients' financial objectives a top priority, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Through a focus on innovation and disciplined financial strategies, Bank of America Private Bank aims to help clients navigate evolving markets and the complexities of the financial landscape. Please note that Bank of America Private Bank's website may direct you to FINRA’S BrokerCheck and that they do not provide legal, tax, or accounting advice. It's recommended to consult legal and tax advisors before making financial decisions.
Sentinel Benefits & Financial Group
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.
Frey & Wagner, CPA's, PC
Frey & Wagner, CPA's, PC is a highly reputable accounting and finance institution located at 145 Pinelawn Road in Melville, New York, United States. With a team of experienced and knowledgeable professionals, we offer a wide range of services including tax preparation, auditing, financial consulting, and more. Our commitment to excellence and personalized attention to each client's needs sets us apart from the rest. Trust Frey & Wagner, CPA's, PC for all your accounting and financial needs.
Fred J Catalano - Morgan Stanley
Fred J Catalano - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York. As a branch of the renowned Morgan Stanley financial services firm, Fred J Catalano offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management, retirement planning, and more. Whether you are looking to grow your wealth, plan for the future, or manage your assets, Fred J Catalano - Morgan Stanley is dedicated to helping you achieve your financial goals.
Matthew Thompson - Morgan Stanley
Matthew Thompson - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on providing top-notch financial services and personalized investment strategies, our team of experts at Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, we are committed to delivering exceptional service and tailored solutions to meet your individual needs. Trust in Matthew Thompson - Morgan Stanley for all your financial needs.
The Pine Barrens Group - Morgan Stanley
The Pine Barrens Group - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. With a reputation for excellence in financial services, the institution offers a wide range of investment and wealth management solutions to individuals and businesses. Their team of experienced professionals provides expert guidance and personalized strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Pine Barrens Group - Morgan Stanley is dedicated to helping you succeed.
Ralph Laporta - Morgan Stanley
Ralph Laporta - Morgan Stanley is a reputable finance institution located at 58 South Service Road, Melville, New York, United States. With a strong focus on providing top-notch financial services, the institution offers a wide range of investment options and financial solutions to help clients achieve their goals. With a team of experienced professionals, Ralph Laporta - Morgan Stanley is dedicated to delivering personalized and strategic financial advice to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and ease.
Imperato Tax Services, Inc.
Imperato Tax Services, Inc. is a comprehensive financial services institution located at 510 Broadhollow Road in Melville, New York. Specializing in accounting, finance, insurance, and real estate services, our experienced team is dedicated to providing top-notch solutions for all your financial needs. Whether you are looking for tax preparation, investment advice, insurance coverage, or assistance with buying or selling property, Imperato Tax Services, Inc. is here to help. Trust us to handle your financial affairs with professionalism and expertise.
Wagner & Zwerman LLP
Wagner & Zwerman LLP is a reputable accounting and finance institution located at 201 Old Country Road in Melville, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and audit support. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Wagner & Zwerman LLP for all your accounting and financial needs.
Waxman & Bland CPAs
Waxman & Bland CPAs is a boutique public accounting firm located at 150 Broadhollow Road in Melville, New York. Established in 1995, they offer efficient and effective tax preparation, planning, fractional CFO/controller services, and accounting at all levels for businesses. Specializing in business planning and analysis, accounting, and tax planning and preparation, Waxman & Bland works closely with clients to help them achieve their financial and business goals. With well-organized financial records, businesses can run efficiently and cost-effectively. The firm also assists with business formation, mergers and acquisitions, and estate planning. With a deep understanding of tax law changes, Waxman & Bland ensures clients receive every dollar of return they are entitled to. Their experienced team, with a background in running successful businesses, helps small to medium-sized companies understand their business metrics to maintain or grow profits. Testimonials praise Waxman & Bland as an invaluable partner in business growth, providing support with accounting, taxes, and strategic business operations.
UHY LLP
UHY LLP is a leading accounting and finance institution located at 201 Old Country Road in Melville, New York, United States. With a team of experienced professionals, UHY LLP offers a wide range of financial services including auditing, tax planning, and business consulting. Their commitment to excellence and client satisfaction has made them a trusted partner for businesses of all sizes. Contact UHY LLP today to see how they can help you achieve your financial goals.
Kweit Mantell & DeLucia CPAs
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.
Gold Card Capital Merchant Services
Gold Card Capital Merchant Services is a finance institution located at 3000 Hempstead Turnpike, Levittown, New York, United States. We specialize in providing commercial financing solutions to help businesses succeed, including accessing Employee Retention Credit (ERC) money. Our financial programs are tailored to businesses of all sizes and include a variety of loan options to meet specific needs. We offer technical and strategic support to optimize growth and success for our clients. Our commercial finance options include syndicate deals, customized applications, and split commission structures. Founded in 1999 by Michael Adelberg, Gold Card Capital is dedicated to helping young businesses obtain the financing they need to grow. Contact us at 1-855-479-9380 or visit our headquarters in Melville, NY, or our Long Island office in Levittown for more information.
Stifel
Stifel is a financial institution located at 400 Broadhollow Road in Melville, New York, United States. Specializing in finance, Stifel offers a wide range of services including investment banking, wealth management, and advisory services. With a strong reputation for providing personalized and comprehensive financial solutions, Stifel is committed to helping its clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial transactions, Stifel's team of experienced professionals is dedicated to providing expert guidance and support. Visit Stifel in Melville today to learn more about how they can help you secure your financial future.
Cardinal Financial Company, Limited Partnership
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.
Empire Business Funding
Empire Business Funding is a leading finance institution located at 25 Melville Park Road in Melville, New York. Our team of experienced professionals specializes in providing funding solutions for businesses of all sizes. Whether you are looking to expand your operations, purchase new equipment, or cover unexpected expenses, we are here to help. With a commitment to personalized service and quick approval processes, Empire Business Funding is your trusted partner for all your financial needs. Contact us today to learn more about how we can support your business growth.
Summit Funding Solutions
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.
Acuity Commercial Capital
Acuity Commercial Capital is a finance institution located at 414 South Service Road in Melville, New York, United States. Specializing in providing commercial financing solutions, Acuity Commercial Capital offers a wide range of financial services to businesses looking to grow and expand. With a team of experienced professionals, they work closely with clients to tailor financing options that meet their specific needs and goals. Whether it's funding for equipment, real estate, or working capital, Acuity Commercial Capital is dedicated to helping businesses succeed.
Greenwald Elaine Dr Psychologist
Welcome to the practice of Dr. Elaine Greenwald, a distinguished psychologist dedicated to providing compassionate mental health care in Melville, New York. Conveniently located at 5 Vauxhall Court, Dr. Greenwald offers a serene and welcoming environment where clients can explore their mental wellness journey with professional guidance and support. Dr. Greenwald specializes in a variety of psychological services, including individual therapy, couples counseling, and family therapy. With a focus on evidence-based practices, she is committed to helping clients navigate life's challenges, manage stress, and foster personal growth. Her holistic approach ensures that each treatment plan is tailored to meet the unique needs of every individual.
Baker Tilly
Welcome to Baker Tilly, your trusted partner in accounting and finance solutions, located at 145 Pinelawn Road, Melville, New York. As an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are committed to providing exceptional client service, regional expertise, and impactful community involvement. At Baker Tilly, we believe in looking beyond the obvious to uncover opportunities that others may miss. Our dedicated team is here to guide you through every challenge, helping you reach destinations you once thought were beyond your reach. Whether it's navigating the complexities of ESG controllers, understanding the IRS's new voluntary disclosure program, or preparing for the unclaimed property compliance season, we have you covered.
True Partners
Welcome to True Partners, your trusted ally in accounting and finance located at 145 Pinelawn Road, Melville, New York. As an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network, we are committed to delivering exceptional client service, leveraging unmatched regional expertise, and making a sustained impact in our community. At True Partners, we look beyond the obvious to uncover unique solutions for your business challenges, guiding you to destinations you once thought were beyond reach. Our comprehensive suite of services is designed to meet your every need, from navigating the complexities of ESG controllers and IRS ERC voluntary disclosure programs, to preparing for the unclaimed property compliance season.
Douglas Johnson
Welcome to Douglas Johnson, your trusted partner in financial services, conveniently located at 324 South Service Road, Melville, New York. At Douglas Johnson, we are dedicated to providing expert financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment management, and wealth preservation. Whether you're looking to secure your financial future, grow your investments, or navigate the intricacies of financial markets, Douglas Johnson offers personalized strategies to help you achieve your goals. Visit us today and discover how we can make a difference in your financial journey.
JLL
Welcome to JLL, your trusted real estate agency located at 225 Broadhollow Road, Melville, New York. At JLL, we are dedicated to providing comprehensive real estate solutions tailored to meet your unique needs. Whether you are looking to buy, lease, or invest in properties, our expert team is here to guide you every step of the way. Explore a wide range of properties for sale or lease across the United States, perfectly suited to fit your location and investment portfolio. Our services extend beyond traditional real estate transactions, offering advisory and financing solutions for all commercial property types. We are committed to creating environments that attract tenants, employees, and buyers, enhancing property value through strategic positioning, marketing, and leasing.
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