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Personalized tax consulting in Melville, New York

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  • #1

    The Financial Consulting Group - UBS Financial Services Inc.

    ● Open

    The Financial Consulting Group - UBS Financial Services Inc. is a leading financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, the institution offers a wide range of services including financial planning, investment management, and wealth management. With a team of experienced financial advisors, The Financial Consulting Group - UBS Financial Services Inc. provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, this institution is dedicated to providing expert guidance and support.

    58 S Service Rd Suite 310, Melville, NY 11747, United States
    631-420-6426
    advisors.ubs.com
    Details
  • #2

    Matthews Tax Consultants

    ● Open

    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.

    5 Fenton St, Melville, NY 11747, United States
    631-427-1829
    kpmtaxes.com
    Details
  • #3

    Income Tax Specialty Co

    ● Open

    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.

    734 Walt Whitman Rd # 101, Melville, NY 11747, United States
    631-549-3333
    Income Tax Specialty Co
    Details
  • 4.7 3
    #4

    EA Tax Relief, Inc. (Long Island)

    ● Open

    EA Tax Relief, Inc. in Long Island, located at 200 Broadhollow Road in Melville, New York, is an IRS Representation firm specializing in accounting, finance, and legal services. Our team of tax professionals is dedicated to standing on behalf of individuals and businesses during IRS tax collection or audit cases. We believe that every taxpayer has fundamental rights when dealing with the IRS, and we are committed to protecting those rights. At EA Tax Relief, Inc., we offer personalized strategies for each case, ensuring a one-on-one relationship with our clients. We are not just another national company where you are just a case file number. Our firm is BBB accredited, demonstrating our commitment to resolving consumer complaints and providing quality service to the public.

    200 Broadhollow Rd Suite 207, Melville, NY 11747, United States
    516-539-0829
    eataxrelief.com
    Details
  • 5 27
    #5

    Francis Tax and Accounting Service

    ● Open

    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.

    68 S Service Rd #100, Melville, NY 11747, United States
    631-481-1924
    francistaxandaccounting.com
    Francis Tax and Accounting Service Francis Tax and Accounting Service Francis Tax and Accounting Service
    Details
  • #6

    Soundview Wealth Consulting Group - UBS Financial Services Inc.

    ● Open

    Soundview Wealth Consulting Group - UBS Financial Services Inc. is a leading financial institution located in Melville, New York. With a focus on wealth management and financial consulting, the team at Soundview Wealth Consulting Group is dedicated to helping clients achieve their financial goals and secure their financial future. Offering a wide range of financial services, including investment planning, retirement planning, and estate planning, the experienced professionals at Soundview Wealth Consulting Group work closely with each client to develop personalized strategies tailored to their unique needs and objectives. With a commitment to excellence and a reputation for delivering exceptional service, Soundview Wealth Consulting Group is a trusted partner for individuals and families seeking expert financial guidance.

    58 S Service Rd Suite 310, Melville, NY 11747, United States
    631-454-3255
    advisors.ubs.com
    Details
  • #7

    Churchill Management Group - Melville

    ● Open

    Churchill Management Group in Melville is a renowned finance institution located at 200 Broadhollow Road in Melville, New York. With a strong reputation for excellence in financial management, Churchill Management Group offers a wide range of financial services to individuals, families, and businesses. Their team of experienced professionals provides personalized financial planning, investment management, and wealth preservation strategies to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, Churchill Management Group is a trusted partner for all your financial needs.

    200 Broadhollow Rd Suite 207, Melville, NY 11747, United States
    917-902-3468
    churchillmanagement.com
    Churchill Management Group - Melville Churchill Management Group - Melville
    Details
  • 5 9
    #8

    Anne Napolitano Consulting, Inc. - Business Accounting & Advisory Services

    ● Open

    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.

    25 Melville Park Rd Suite 201, Melville, NY 11747, United States
    631-815-6713
    napolitanoaccounting.com
    Anne Napolitano Consulting, Inc. - Business Accounting & Advisory Services Anne Napolitano Consulting, Inc. - Business Accounting & Advisory Services Anne Napolitano Consulting, Inc. - Business Accounting & Advisory Services
    Details
  • #9

    Daryl Anderson - TIAA Financial Consultant

    ● Open

    Daryl Anderson - TIAA Financial Consultant is a trusted finance institution located at 58 South Service Road in Melville, New York, United States. As a dedicated TIAA financial consultant, Daryl Anderson provides expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on client satisfaction, Daryl Anderson is a reliable partner in helping clients navigate the complex world of finance. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Daryl Anderson - TIAA Financial Consultant is here to provide the guidance and support you need to succeed.

    58 S Service Rd Suite 305, Melville, NY 11747, United States
    866-842-2053
    locations.tiaa.org
    Daryl Anderson - TIAA Financial Consultant
    Details
  • #10

    David Flynn - TIAA Financial Consultant

    ● Open

    David Flynn - TIAA Financial Consultant is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. As a trusted TIAA financial consultant, David Flynn provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a strong focus on customer service and a commitment to excellence, David Flynn - TIAA Financial Consultant is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.

    58 S Service Rd Suite 305, Melville, NY 11747, United States
    866-842-2053
    locations.tiaa.org
    David Flynn - TIAA Financial Consultant
    Details
  • #11

    The Melville Group - Morgan Stanley

    ● Open

    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.

    58 S Service Rd # 400, Melville, NY 11747, United States
    631-755-8905
    advisor.morganstanley.com
    Details
  • #12

    Metro Tax Resolution | IRS Tax Relief Firm Long Island -Suffolk COunty

    ● Open

    Metro Tax Resolution is a leading IRS tax relief firm located in Suffolk County, Long Island. Our team of experienced professionals at 425 Broadhollow Road in Melville, New York, is dedicated to helping individuals and businesses navigate through complex tax issues and find solutions that work best for their financial situations. Whether you are facing audits, tax liens, wage garnishments, or other tax problems, our experts are here to provide personalized assistance and guidance. Trust Metro Tax Resolution to help you achieve peace of mind and financial stability.

    425 Broadhollow Rd #114, Melville, NY 11747, United States
    631-509-3888
    Details
  • #13

    Island Tax and Accounting Group, LLC

    ● Open

    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.

    40 Marcus Dr Suite 202, Melville, NY 11747, United States
    631-271-8000
    islandtax.com
    Island Tax and Accounting Group, LLC Island Tax and Accounting Group, LLC
    Details
  • 1 1
    #14

    Long Island Tax Angels

    ● Open

    Long Island Tax Angels is a reputable institution located at 105 Maxess Road in Melville, New York, United States. Specializing in accounting and finance services, this local government office is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. With a team of experienced professionals, Long Island Tax Angels provides expert advice and assistance to ensure their clients maximize their financial potential and minimize their tax liabilities. Whether you need help with tax preparation, planning, or representation, Long Island Tax Angels is here to provide personalized and reliable service.

    105 Maxess Rd, Melville, NY 11747, United States
    516-217-8868
    Details
  • 5 45
    #15

    Planning Financial Futures, Inc

    ● Open

    Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth through strategic financial planning, our experienced professionals are here to guide you every step of the way. Trust Planning Financial Futures, Inc to help you achieve your financial goals and secure a prosperous future.

    1895 Walt Whitman Rd #6, Melville, NY 11747, United States
    631-546-5403
    planningfinancialfutures.com
    Planning Financial Futures, Inc Planning Financial Futures, Inc Planning Financial Futures, Inc
    Details
  • 5 2
    #16

    Frisch Financial Group, Inc.

    ● Open

    Frisch Financial Group, Inc. is a leading finance institution located at 445 Broadhollow Road in Melville, New York. With a strong reputation for providing top-notch financial services, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Frisch Financial Group, Inc. is committed to helping you succeed.

    445 Broadhollow Rd #215, Melville, NY 11747, United States
    516-694-7900
    frischfinancial.com
    Frisch Financial Group, Inc.
    Details
  • #17

    Susan Russo Financial

    ● Open

    Susan Russo Financial is a leading finance institution located at 425 Broadhollow Road in Melville, New York. Our team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Susan Russo Financial to guide you towards a secure financial future.

    425 Broadhollow Rd #405, Melville, NY 11747, United States
    631-371-9064
    susanrussofinancial.com
    Susan Russo Financial
    Details
  • 5 2
    #18

    Landmark Wealth Management, LLC.

    ● Open

    Landmark Wealth Management, LLC. is a finance institution located at 95 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our knowledgeable professionals are here to guide you every step of the way. Trust Landmark Wealth Management, LLC. to help you secure your financial future.

    95 Broadhollow Rd Suite 102, Melville, NY 11747, United States
    631-923-2485
    landmarkwealthmgmt.com
    Landmark Wealth Management, LLC. Landmark Wealth Management, LLC. Landmark Wealth Management, LLC.
    Details
  • #19

    Anthony Stella - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Anthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.

    48 S Service Rd Ste 403, Melville, NY 11747, United States
    516-248-3900
    ameripriseadvisors.com
    Anthony Stella - Financial Advisor, Ameriprise Financial Services, LLC Anthony Stella - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #20

    G&H CPAs

    ● Open

    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.

    445 Broadhollow Rd #230, Melville, NY 11747, United States
    631-629-4344
    gandhcpas.net
    Details
  • 4.7 12
    #21

    Sundack CPA

    ● Open

    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.

    425 Broadhollow Rd # 115, Melville, NY 11747, United States
    631-499-9437
    sundackcpa.com
    Details
  • 4 8
    #22

    All Access Financial

    ● Open

    All Access Financial is a renowned finance institution located at 576 Broadhollow Road in Melville, New York. Our team of experts is dedicated to providing a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we are here to offer personalized solutions tailored to your specific needs. With a commitment to excellence and customer satisfaction, All Access Financial is your trusted partner for all your financial needs.

    576 Broadhollow Rd, Melville, NY 11747, United States
    631-515-1230
    allaccess.biz
    All Access Financial All Access Financial All Access Financial
    Details
  • 5 1
    #23

    Madelyn Barker - Prudential Financial

    ● Open

    Madelyn Barker - Prudential Financial is a finance and insurance agency located at 606 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, Madelyn Barker - Prudential Financial is dedicated to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and start planning for a secure financial future.

    606 Walt Whitman Rd # 4, Melville, NY 11747, United States
    631-707-7400
    prudential.com
    Details
  • 5 6
    #24

    Cove Capital Advisors

    ● Open

    Cove Capital Advisors is a reputable finance and insurance agency located at 510 Broadhollow Road in Melville, New York, United States. With a strong focus on providing top-notch financial and insurance services, Cove Capital Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a team of experienced professionals, they offer personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for investment guidance, insurance coverage, or financial planning, Cove Capital Advisors is committed to providing high-quality service and support every step of the way.

    510 Broadhollow Rd #104, Melville, NY 11747, United States
    516-927-1004
    Cove Capital Advisors Cove Capital Advisors Cove Capital Advisors
    Details
  • 4.8 22
    #25

    SGF Law

    ● Open

    SGF Law, located at 135 Pinelawn Road in Melville, New York, is a boutique firm that offers a personalized approach with the benefits of a large firm. Serving clients throughout Long Island and surrounding areas such as Merrick, Massapequa, Baldwin, and more, SGF Law specializes in estate planning and elder law issues. With over 30 years of experience, the team at SGF Law is dedicated to helping individuals and families navigate important legal matters. Estate planning is crucial for everyone, regardless of age or financial standing. Without proper planning, state law will determine how your assets are distributed. The team at SGF Law is well-versed in estate planning and elder law, with over 45 years of combined experience handling thousands of cases. They can assist with complex issues to ensure proper planning for yourself or an older relative.

    135 Pinelawn Rd #250s, Melville, NY 11747, United States
    631-519-9831
    isvglaw.com
    SGF Law SGF Law SGF Law
    Details
  • 5 26
    #26

    Kyle F. Lester, CPA PC - Kyle F. Lester, Attorney at Law

    ● Open

    Kyle F. Lester, CPA PC - Kyle F. Lester, Attorney at Law is a comprehensive financial and legal institution located at 425 Broadhollow Road in Melville, New York. Specializing in accounting, finance, and legal services, this institution offers expert advice and guidance in a wide range of financial and legal matters. Whether you need assistance with tax preparation, financial planning, estate planning, or legal representation, Kyle F. Lester and his team are dedicated to providing top-notch service and personalized solutions to meet your needs. With a focus on professionalism, integrity, and client satisfaction, Kyle F. Lester, CPA PC - Kyle F. Lester, Attorney at Law is your trusted partner for all your financial and legal needs.

    425 Broadhollow Rd, Melville, NY 11747, United States
    516-644-2494
    kylelester.net
    Kyle F. Lester, CPA PC - Kyle F. Lester, Attorney at Law Kyle F. Lester, CPA PC - Kyle F. Lester, Attorney at Law Kyle F. Lester, CPA PC - Kyle F. Lester, Attorney at Law
    Details
  • #27

    Pivotal Financial Services, Inc

    ● Open

    Pivotal Financial Services, Inc is a leading finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for insurance coverage, retirement planning, investment advice, or estate planning, our dedicated team is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.

    445 Broadhollow Rd #25, Melville, NY 11725, United States
    631-486-8128
    pivotalsteps.com
    Details
  • 3 2
    #28

    Wells Fargo Advisors Financial Network

    ● Open

    Wells Fargo Advisors Financial Network is a finance institution located at 401 Broadhollow Road in Melville, New York. As a part of the Wells Fargo Advisors network, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, Wells Fargo Advisors Financial Network can help you navigate the complexities of the financial world.

    401 Broadhollow Rd, Melville, NY 11747, United States
    631-773-5400
    Details
  • #29

    Merrill Lynch Financial Advisor Roderick A Jones

    ● Open

    Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

    1305 Walt Whitman Rd, Melville, NY 11747, United States
    631-351-5084
    fa.ml.com
    Merrill Lynch Financial Advisor Roderick A Jones
    Details
  • #30

    Bank of America Private Client Advisor William Ayers

    ● Open

    Bank of America Private Client Advisor William Ayers, located at 300 Broadhollow Road, Melville, New York, is a finance institution led by Senior Vice President and Private Client Advisor, Bill Ayers. With over three decades of experience in banking and wealth management, Bill assists families and individuals in navigating the complexities of significant wealth. Specializing in customized credit and lending, Bill analyzes both sides of a client's balance sheet to identify efficiencies and anticipate key decision points in their financial future. As the leader of a client's Private Bank team, he develops integrated strategies in investment management, banking, lending, trust and estate planning, business succession, and philanthropy. Bill's team collaborates with specialists to help clients achieve their financial goals with precision and resolve. Prior to joining Bank of America Private Bank, Bill held leadership roles at Astoria Bank and JP Morgan Chase, advising high-net-worth individuals and families. Active in the Long Island community, Bill serves on the board of Catholic Charities and has been involved with Long Island Cares and The Harry Chapin Food Bank. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, creating strategies tailored to meet clients' needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth, providing personalized solutions to achieve financial objectives. The institution values innovation and offers disciplined financial strategies to navigate evolving markets and complexities in the financial landscape. Please note that the website may redirect to FINRA’S BrokerCheck and that neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Clients should consult their advisors before making financial decisions.

    300 Broadhollow Rd, Melville, NY 11747, United States
    631-547-7676
    private.bankofamerica.com
    Bank of America Private Client Advisor William Ayers
    Details
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