TOP 30 Managed accounting services in Melville, New York

103 results found

Taxmaster of Melville, Inc. is a reputable accounting and finance institution located at 608 Walt Whitman Road in Melville, New York. With a team of experienced professionals, Taxmaster specializes in providing expert tax preparation, financial planning, and accounting services to individuals and businesses in the local community. Whether you need assistance with filing your taxes, managing your investments, or analyzing your financial statements, Taxmaster of Melville, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

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.

TIAA Financial Services is a reputable institution located at 58 South Service Road in Melville, New York, United States. As a comprehensive financial services provider, TIAA offers a wide range of banking, finance, and insurance services to meet the diverse needs of its clients. With a commitment to excellence and customer satisfaction, TIAA is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Visit TIAA Financial Services today to experience professional and reliable financial solutions.

Prospect Financial Services LLC is a leading finance institution located at 445 Broadhollow Road in Melville, New York, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Prospect Financial Services LLC is your trusted partner in financial success.

The Sapient Wealth Management Group at Morgan Stanley is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Our team of experienced professionals provides expert guidance and personalized financial solutions to help clients grow and protect their wealth. With a focus on strategic investment planning, risk management, and wealth preservation, we are dedicated to helping individuals and families achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.

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.

Joseph Marinaccio, a Financial Advisor at Ameriprise Financial Services, LLC located in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, and more, Joseph Marinaccio is equipped to provide expert advice on asset management, estate planning, retirement planning, and investment opportunities. Whether you are a retiree, small business owner, or high net worth individual, Joseph Marinaccio can help you navigate the complexities of financial planning. With a focus on ethical practices and continuing education, Joseph Marinaccio is committed to providing clients with the highest level of service and expertise. Contact Joseph Marinaccio today to discuss your financial goals and create a customized plan for your financial future.

Siena Wealth Advisory Group, located in Melville, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, our team prioritizes helping clients achieve their long-term financial goals. We offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Regular meetings and progress reviews ensure that we adjust strategies as life changes. Clients can securely access their accounts and track progress towards their goals from any device. Schedule a complimentary initial consultation to learn more about how we can assist you. Our advisors are registered in certain U.S. states, so please refer to the advisor's personal website or FINRA's BrokerCheck for details. We are committed to providing top-notch financial services and appreciate the opportunity to help your friends and family members as well. Contact us today to discuss your financial priorities.

Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, offers a wide range of financial services to meet the needs of individuals and businesses. Brian White holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. Additionally, Brian White is trained as a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, among other designations. With a commitment to excellence and a focus on providing tailored financial solutions, Brian White is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Brian White can provide the expertise and guidance you need. Contact Brian White - Private Wealth Advisor, Ameriprise Financial Services, LLC, today to learn more about how he can help you secure your financial future.

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.

Craig James Financial Services, LLC is a finance and insurance agency located at 510 Broadhollow Road in Melville, New York. With a dedication to providing personalized financial solutions to individuals and businesses, Craig James Financial Services offers a wide range of services including investment planning, retirement planning, insurance coverage, and more. Their team of experienced professionals is committed to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Craig James Financial Services is here to help every step of the way.

Prime Legacy Advisor Group - Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023, we offer complimentary initial consultations to help clients achieve their financial goals. Our experienced advisors provide personalized investment recommendations based on individual goals and risk tolerance, regularly reviewing and updating strategies as life changes. Clients can access their investments and accounts securely from any device. We prioritize what matters most to you, whether it's retirement planning, education savings, or other financial goals. Schedule a consultation today to learn more about how we can help you achieve financial success. Please note that our advisors are registered to do business in certain U.S. states, and we cannot guarantee future financial results. Visit our website for important disclosures and regulations. Trust Ameriprise Financial Services, LLC to help you and your loved ones achieve financial security.

ACVG Associates - Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is a finance institution dedicated to helping individuals achieve their financial goals. With a focus on personalized advice and tailored investment strategies, our team of advisors works closely with clients to create a plan that aligns with their individual goals and risk tolerance. We offer regular meetings to review progress, update strategies as life changes, and track progress towards financial objectives. Clients can access their investments and accounts securely from any device, allowing for easy monitoring of their financial goals. Our services include investment recommendations, asset allocation, and portfolio management to help clients reach their desired outcomes. We also provide educational resources and insights on market trends to keep clients informed and empowered in their financial decision-making.

Charter Oak Financial in Melville, New York is a leading finance and insurance agency located at 48 South Service Road. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you're looking for investment advice, retirement planning, or insurance coverage, we have the expertise to provide personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a stable financial future.

Kristi A Rossy is the Associate Manager at Ameriprise Financial Services, LLC located at 200 Broadhollow Road in Melville, New York, United States. As a finance institution, Kristi provides investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can schedule complimentary initial consultations to discuss retirement planning, education savings, major purchases, and more. Regular meetings are held to review progress, update strategies, and track goal achievement. Clients have secure access to their investments and accounts from any device. Kristi Rossy is registered with FINRA and can conduct securities business in specific states. Ameriprise Financial Services, LLC offers a range of investment products and services, with a focus on helping clients build a confident financial future. Privacy and security are a top priority, and clients can refer friends and family members to receive personalized financial guidance from Kristi.

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.

The Tringle, Sangirardi, Miller, Marinaccio Group at Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road in Melville, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. We provide investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our team documents your goals, meets regularly to review your progress, and updates your approach as life changes. You can access your investments and accounts from any device securely. Our financial advisors are registered to do business in certain U.S. states. We offer an initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. We are committed to helping your friends and family achieve their financial goals. Feel free to refer them to us, and we will reach out to them soon.

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.

Abney & Associates - Ameriprise Financial Services, LLC is a finance institution located at 445 Broadhollow Road, Melville, New York, United States. They offer a variety of financial services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. The institution emphasizes regular meetings to review progress and adjust strategies as life changes. Clients can access their accounts and track progress towards their goals securely from any device. The institution also offers complimentary initial consultations to discuss financial planning concepts. Ameriprise financial advisors are registered to do business in certain U.S. states. The institution cannot guarantee future financial results. Clients can refer friends or family members for financial assistance, and they will be contacted soon. Abney & Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and users of their website agree to be bound by their rules and regulations.

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.

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.

Fincadia is a reputable bookkeeping services institution located at 425 Broadhollow Road in Melville, New York. Specializing in accounting and finance, Fincadia offers professional and reliable financial management solutions for businesses and individuals. With a team of experienced professionals, Fincadia provides comprehensive bookkeeping services tailored to meet the unique needs of each client. Whether you need assistance with budgeting, payroll, tax preparation, or financial reporting, Fincadia is committed to helping you achieve your financial goals. Contact Fincadia today to learn more about how their services can benefit you and your business.

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.

Welcome to Accurate & Exact Bookkeeping Services Located at 1718 Court North Drive, Melville, New York, Accurate & Exact Bookkeeping Services is your trusted partner in achieving financial clarity and precision. Specializing in accounting and finance, our dedicated team is committed to providing comprehensive and tailored bookkeeping solutions that meet the unique needs of both small businesses and individuals.

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.

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.

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.

Northwestern Mutual - Financial District is a leading financial institution located at 50 Broad Street in the heart of New York City. As a trusted provider of financial services, Northwestern Mutual offers a wide range of solutions to help clients achieve their financial goals and secure their financial future. With a team of experienced financial advisors and experts, Northwestern Mutual is dedicated to providing personalized financial planning, investment management, insurance solutions, and retirement planning services. Whether you are looking to build wealth, protect your assets, or plan for retirement, Northwestern Mutual is committed to helping you navigate the complex world of finance with confidence and peace of mind.

Jennifer4Seniors is a reputable insurance agency located at 532 Broadhollow Road in Melville, New York. Specializing in providing insurance solutions for seniors, our dedicated team is committed to helping older adults find the coverage they need to protect themselves and their loved ones. With a focus on personalized service and tailored insurance plans, Jennifer4Seniors is the go-to agency for seniors looking for peace of mind and security in their golden years. Contact us today to learn more about our services and how we can assist you in navigating the complex world of insurance.

United Health Plans of America is a leading insurance agency located at 48 South Service Road in Melville, New York. We offer a wide range of health insurance plans to meet the needs of individuals and families across the United States. Our dedicated team is committed to providing excellent customer service and helping our clients find the perfect insurance coverage for their specific needs. Contact us today to learn more about our comprehensive health insurance options.