TOP 30 Personalized approach in Melville, New York

Merrill Lynch Private Wealth Advisor Charles P Donnelly, located at 300 Broadhollow Road, Melville, New York, United States, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team within the institution, serves a limited number of clients and families with integrity and excellence. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with trust and personalized service. The institution takes pride in advisors who have received recognition from financial industry publications or Bank of America Corporation for exemplary client service. The team specializes in helping individuals, families, business owners, and executives achieve their financial goals through a goals-based wealth management approach. The team, led by Luca Palermo and Nick Frangas, offers a sophisticated suite of services, including portfolio design, significant transaction oversight, and tailored financial solutions. They prioritize exceptional service, strong communication, and a personalized client experience to help clients navigate the complexities of managing substantial wealth. The team is committed to providing impeccable service and creating a special experience for a select group of families.

Merrill Lynch Financial Advisor Jeffrey Wang is a finance institution located at 1305 Walt Whitman Road, Melville, New York, United States. Our mission is to understand you and what matters most to you, in order to design and implement a personalized financial plan to help you pursue your goals and manage investment risk. We believe in a client-centered approach that focuses on turning your aspirations into reality. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a customized approach to address your financial needs. Our team is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. We offer advice and guidance to help you achieve your goals, with a focus on long-term success and short-term opportunities. Let's work together to help you achieve your financial aspirations.

Bank of America Private Client Advisor Frances Beiro is located at 300 Broadhollow Road in Melville, New York, United States. Frances Beiro is a Senior Vice President, Private Client Advisor, and Institutional Client Advisor with Bank of America Private Bank. She focuses on developing long-lasting relationships with clients to help them manage their wealth effectively and with care. Frances is committed to acting as a fiduciary, always looking out for the best interests of her clients. She specializes in helping families build lasting legacies and offers a range of services including investments, wealth strategy, trust and estate planning, and banking. Frances also works with nonprofit organizations to help them achieve financial stability and long-term growth. She is dedicated to giving back to the community and is involved in various organizations such as Circulo de la Hispanidad and the Women's Exchange. With a background in finance and a strong network of relationships, Frances is able to provide clients with the resources they need to reach their financial goals.

Merrill Lynch Private Wealth Advisor Gianluca Palermo, located at 300 Broadhollow Road, Melville, New York, is a finance institution dedicated to providing industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The Palermo Frangas Group, a close-knit team of private wealth advisors, offers personalized services based on trust and integrity. Recognized for their exemplary client service, the advisors at Merrill Private Wealth Management strive to help clients achieve their financial goals through a goals-based wealth management approach. The team at the Palermo Frangas Group, led by partners Luca Palermo and Nick Frangas, has received national accolades for their commitment to providing a special kind of experience for a select group of families. They work closely with individuals, families spanning multiple generations, business owners, and executives to address the complexities that come with managing significant wealth. With a focus on proactive wealth preservation and transfer, the team is dedicated to helping clients navigate key decision points and resolve any obstacles they may encounter.

Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.

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.

Merrill Lynch Financial Advisor Gary M Kogel, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to helping clients achieve their financial goals. The institution believes in starting every relationship with a conversation to understand the client's priorities. By listening to the client's needs and goals, the institution can customize a financial approach to help them pursue what matters most. Utilizing research in behavioral finance, Merrill Lynch offers an Investment Personality Assessment to help understand the client's investing preferences. This assessment allows the institution to develop a personalized financial approach tailored to the client's goals. With access to investment insights and banking solutions, Merrill Lynch works with clients to address their financial needs and help them manage, grow, and preserve their wealth.

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.

Bank of America Private Client Advisor Jing J Chen is a Managing Director and Private Client Advisor located at 300 Broadhollow Road, Melville, New York, United States. Jing works closely with entrepreneurs, business owners, and executives, offering personalized financial advice in Mandarin and Cantonese. He leads a team of specialists in investment management, trust and estate planning, banking and lending, family office services, and business and succession planning. With a focus on clarity and responsiveness, Jing helps clients make informed decisions about their financial lives and legacies. He is committed to each client's long-term best interests and provides guidance on dynamic market conditions and evolving family priorities. Jing is a Certified Financial Planner™ and holds the Chartered Retirement Planning Counselor™ designation. Outside of work, Jing is involved in the Chinese American community in Queens. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience. They take the time to understand each client's needs and goals to create 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 offering personalized approaches and resources to achieve financial objectives. The institution values innovation and provides disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information, visit the Bank of America website."

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.

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.

Island Tax and Accounting Group, LLC is a reputable accounting and finance institution located at 40 Marcus Drive in Melville, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to excellence and personalized approach ensures that clients receive top-notch financial solutions tailored to their specific needs. Contact Island Tax and Accounting Group, LLC for all your accounting and finance needs.

Ross Strent & Co is a reputable accounting and finance institution located at 1860 Walt Whitman Road in Melville, New York. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the United States. From tax preparation to financial planning, Ross Strent & Co is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry. Visit them today to see how they can assist you with your accounting and finance needs.

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.

Welcome to the practice of Dr. Vishveshwar S. Batheja, DDS, where your oral health is our top priority. Conveniently located at 1 Schwab Road, Melville, New York, our dental office is dedicated to providing exceptional dental care to the community. Dr. Batheja and his experienced team are committed to offering personalized, comprehensive dental services in a warm and welcoming environment. With a focus on preventive, restorative, and cosmetic dentistry, we utilize the latest technology and treatment techniques to ensure optimal results for our patients. Whether you need a routine cleaning, a filling, or advanced procedures like dental implants, Dr. Batheja's expertise and gentle approach will put you at ease.

Welcome to Youthology Medical, your premier destination for beauty and wellness in Melville, New York. Conveniently located at 900 Walt Whitman Road, we specialize in a holistic approach to rejuvenation and self-care, combining the expertise of medical professionals with the luxury of a spa experience. At Youthology Medical, we offer a comprehensive range of services designed to enhance your natural beauty and promote overall health. Our team of experienced doctors and beauty specialists are dedicated to providing personalized treatments that cater to your unique needs. Whether you're looking to revitalize your skin, refresh your hairstyle, or indulge in a relaxing spa day, we have something for everyone.

Welcome to Mellville ABM Office, your trusted partner for comprehensive facility management and maintenance services in Melville, New York. Conveniently located at 155 Pinelawn Road, our team of skilled professionals is dedicated to delivering exceptional service in the areas of electrical work, general contracting, and parking solutions. At Mellville ABM Office, we understand the importance of maintaining and enhancing the spaces that matter most to your business. As part of the globally recognized ABM network, we are committed to making a difference every day by ensuring your commercial properties and facilities are efficiently managed and well-maintained. Our mission is to blend seamlessly into your team, providing expert facility management services that allow you to focus on your core business operations.

Welcome to Canio's Books, a cherished cornerstone of Sag Harbor, New York, where literature and art converge to create a vibrant cultural hub. Nestled at 290 Main Street, our unique establishment serves as an art gallery, bookstore, and community gathering space, celebrating the written word and artistic expression in all its forms. At Canio's Books, we pride ourselves on hosting a diverse array of events that captivate and inspire. From engaging workshops with renowned actors like Meg Gibson, who recently guided participants through the art of memorization, to sellout readings by celebrated authors such as Colson Whitehead, our events foster a deep connection with literature and the arts. These gatherings, often held in historic and welcoming venues like the Christ Episcopal Church, offer a platform for meaningful discussions and cultural enrichment.

Welcome to Thomas D'Amico, DO, a premier healthcare provider located in the heart of Melville, New York. Situated at 245 Old Country Road, our practice is dedicated to delivering comprehensive medical care with a focus on personalized treatment and patient well-being. Dr. Thomas D'Amico, a highly experienced and compassionate physician, is committed to ensuring that each patient receives the highest standard of care in a welcoming and supportive environment. Our practice offers a wide range of medical services, from routine check-ups and preventative care to the management of chronic conditions. At Thomas D'Amico, DO, we believe in a holistic approach to health, emphasizing the importance of maintaining a healthy lifestyle while providing expert medical guidance tailored to each individual's needs.

Welcome to the practice of Dr. Geoffrey Epstein, located at 801 Walt Whitman Road, Melville, New York. Dedicated to providing exceptional healthcare services, Dr. Epstein is committed to ensuring the well-being and health of each patient. With a focus on personalized care, our practice offers a range of medical services tailored to meet the unique needs of our community. At Dr. Geoffrey Epstein's practice, we prioritize a patient-centered approach, emphasizing compassionate and comprehensive care in a welcoming environment. Our experienced team is here to support you through every step of your health journey, from routine check-ups to more specialized medical consultations.

Welcome to Selkin, MD, JD, your trusted healthcare partner located in the heart of Melville, New York. Situated at 801 Walt Whitman Road, our practice is dedicated to providing exceptional medical care with a personalized touch. Under the expert guidance of Dr. Selkin, who holds both medical and law degrees, we offer a unique perspective on patient care, ensuring that your health and well-being are our top priorities. At Selkin, MD, JD, we understand the importance of comprehensive healthcare and strive to deliver services that cater to the diverse needs of our community. Our practice is committed to maintaining the highest standards of medical excellence, using the latest advancements in healthcare to provide accurate diagnoses and effective treatments.

Welcome to Joseph Thomas Health Services, your trusted partner in comprehensive healthcare. Conveniently located at 1 Arrowwood Lane, Melville, New York, our practice is dedicated to providing exceptional medical care to the community. Dr. Joseph Thomas, a highly experienced and compassionate physician, leads our team in offering personalized health solutions tailored to meet your unique needs. At Joseph Thomas Health Services, we prioritize patient well-being and strive to create a welcoming and supportive environment. Our state-of-the-art facility is equipped with the latest medical technology, ensuring accurate diagnoses and effective treatments. We offer a wide range of services, including preventative care, chronic disease management, and specialized consultations.

Welcome to the practice of Dr. Clifford M. Weingarten, MD, located at 2 Leefield Gate, Melville, New York. As a dedicated and compassionate healthcare provider, Dr. Weingarten is committed to offering exceptional medical care to the community. Specializing in comprehensive health services, Dr. Weingarten prioritizes patient well-being and personalized care. At our practice, we understand the importance of a trustworthy and professional healthcare experience. Dr. Weingarten brings years of expertise and a patient-centered approach to ensure that all medical needs are met with precision and empathy. Whether it's routine check-ups, preventive care, or managing chronic conditions, our goal is to support your health journey with the utmost care and attention.

Welcome to Provident Physical Therapy & Rehabilitation, your trusted partner in health and wellness located in the heart of Melville, New York. Situated at 275 Wolf Hill Road, our state-of-the-art facility is dedicated to providing top-notch physiotherapy and rehabilitation services tailored to meet your individual needs. Our team of experienced and compassionate professionals is committed to helping you achieve optimal physical health through personalized treatment plans designed to enhance mobility, relieve pain, and promote overall well-being. At Provident Physical Therapy & Rehabilitation, we specialize in a wide range of services including post-surgical rehabilitation, sports injury recovery, chronic pain management, and more. Our approach is holistic and patient-centered, ensuring that each therapy session is effective, comfortable, and conducive to your recovery goals.

Welcome to Huntington Hills Center For Health & Rehabilitation, a premier healthcare facility dedicated to providing exceptional medical and rehabilitative care. Conveniently located at 400 South Service Road, Melville, New York, our center is committed to enhancing the quality of life for our patients through comprehensive health services and personalized care plans. At Huntington Hills, we specialize in a wide range of medical and rehabilitation services designed to meet the unique needs of each individual. Our team of experienced doctors, nurses, and therapists work collaboratively to deliver compassionate care and support throughout your health journey. Whether you are recovering from surgery, managing a chronic condition, or seeking specialized medical attention, our state-of-the-art facility is equipped to provide the highest standard of care.

Welcome to Humantold, your trusted partner on the path to mental health and wellness. Conveniently located at 105 Maxess Road, Melville, New York, we are dedicated to helping individuals find the right clinician and care tailored to their unique mental health journey. At Humantold, we believe in the transformative power of human connection and self-awareness. Our mission is to provide resources and referrals that support your personal growth and help you overcome obstacles that may prevent you from living your fullest life. We are committed to making therapy and healing accessible to all, offering compassionate and evidence-based psychotherapy, psychological testing, and psychiatric services.

Welcome to Advanced Care Physicians, your trusted healthcare provider located in the heart of Melville, New York. Conveniently situated at 395 North Service Road, our practice is dedicated to delivering exceptional medical care to the community. As a leading provider in the field of health and wellness, we offer a comprehensive range of services tailored to meet the diverse needs of our patients. At Advanced Care Physicians, our team of experienced and compassionate doctors is committed to providing personalized care in a welcoming and supportive environment. We prioritize your health and well-being, ensuring that you receive the highest quality medical attention, whether you are visiting for a routine check-up or seeking specialized treatment.