TOP 30 Best Providing financial solutions in Melville, New York
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Taxmaster of Melville, Inc.
● OpenTaxmaster 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.
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Justin Ponella of Dipaola Financial Group
● ClosedJustin Ponella of Dipaola Financial Group, located at 425 Broadhollow Road in Melville, New York, is a finance institution that offers a range of insurance and investment products. Their services include Life Insurance, Disability Insurance, Health Insurance, Annuities, and Financial Planning. Life Insurance provides financial security for your family in the event of your death, while Disability Income Insurance helps you maintain your standard of living if you are unable to work due to a disability. Group Life Insurance and Group Health Insurance are also available for employers to offer to their employees. Justin Ponella is highly recommended by clients for his professionalism, knowledge, and responsiveness. With over 70 years of combined experience in the industry, the management staff at Dipaola Financial Group represents some of the most influential insurance and investment companies in the country.
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Affordable Financial Services Ltd.
● ClosedAffordable 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.
One Huntington Quadrangle Suite 1N09 Suite 1N09, Melville, NY 11747, United States -
Cardinal Financial Company, Limited Partnership
● ClosedCardinal 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.
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Shore Funding Solutions
● ClosedShore Funding Solutions is a finance institution located at 2 Huntington Quadrangle in Melville, New York, United States. We specialize in providing funding solutions for businesses of all sizes, offering a range of financial services such as loans, lines of credit, and merchant cash advances. Our experienced team is dedicated to helping businesses grow and thrive by providing tailored financial solutions to meet their specific needs. Contact us today to learn more about how Shore Funding Solutions can help your business succeed.
2 Huntington Quadrangle Suite 1N15, Melville, NY 11747, United States -
Planet Home Lending, LLC - Melville
● ClosedPlanet Home Lending, LLC in Melville is a finance institution located at 265 Broadhollow Road in Melville, New York. Our dedicated team of professionals is committed to helping individuals and families achieve their homeownership dreams. With a wide range of mortgage products and services, we strive to provide personalized solutions tailored to each client's unique needs. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Planet Home Lending, LLC in Melville is here to guide you every step of the way. Visit us today to learn more about how we can help you secure the perfect home loan.
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Frisch Financial Group, Inc.
● ClosedFrisch 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.
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Next Business Solutions Inc. - Michael Lucarelli
● ClosedNext Business Solutions Inc. - Michael Lucarelli is a reputable health and insurance agency located at 115 Broadhollow Road in Melville, New York, United States. With a focus on providing top-notch services to clients, this institution offers a wide range of health and insurance solutions tailored to individual needs. Led by Michael Lucarelli, a seasoned professional in the industry, the team at Next Business Solutions Inc. is dedicated to helping clients navigate the complexities of the healthcare and insurance landscape. Whether you are looking for health coverage or insurance options, you can trust Next Business Solutions Inc. to provide expert guidance and support.
115 Broadhollow Rd Suite 375, Melville, NY 11747, United States -
Atlantic Complete Lending Solutions
● ClosedAtlantic Complete Lending Solutions is a finance institution located at 20 Broadhollow Road in Melville, New York. We specialize in providing comprehensive lending solutions to meet the financial needs of individuals and businesses. Our experienced team of professionals is dedicated to helping clients secure the funding they need to achieve their goals. Whether you are looking to purchase a home, start a business, or consolidate debt, Atlantic Complete Lending Solutions is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
20 Broadhollow Rd suite 3011B, Melville, NY 11747, United States -
Financial Liberty Group, Inc.
● ClosedFinancial Liberty Group, Inc. is a reputable health insurance agency located at 115 Broadhollow Road in Melville, New York. With a commitment to providing clients with the best insurance solutions, they offer a wide range of health insurance options to ensure financial security and peace of mind. Their experienced team of professionals is dedicated to helping individuals and families find the right coverage to meet their specific needs. Contact Financial Liberty Group, Inc. today to discover how they can help you achieve financial freedom through quality health insurance.
115 Broadhollow Rd Suite 375, Melville, NY 11747, United StatesAdvertisements -
Flamer Financial Strategies and Insurance Group
● OpenFlamer Financial Strategies and Insurance Group is a reputable insurance agency located at 576 Broadhollow Road in Melville, New York, United States. With a focus on providing top-notch financial strategies and insurance solutions, our experienced team is dedicated to helping clients protect their assets and plan for their future. Whether you are in need of personal or business insurance coverage, our experts are here to guide you through the process and find the best options to meet your specific needs. Trust Flamer Financial Strategies and Insurance Group to provide you with reliable and comprehensive insurance services.
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Acumen Solutions Group LLC
● ClosedAcumen Solutions Group LLC is a leading insurance agency located at 35 Pinelawn Road in Melville, New York. With a focus on providing top-quality insurance solutions, Acumen Solutions Group LLC offers a wide range of coverage options to meet the needs of individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the insurance industry and find the best policies to protect their assets and loved ones. Whether you're in need of auto, home, life, or business insurance, Acumen Solutions Group LLC is committed to delivering personalized service and expert guidance to ensure you have the coverage you need. Contact them today to learn more about their offerings and how they can help you secure your future.
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Madelyn Barker - Prudential Financial
● OpenMadelyn 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.
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Tyler Sloves - Prudential Financial
● OpenTyler Sloves - Prudential Financial is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York. With a strong commitment to providing top-notch financial and insurance services, Tyler Sloves - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Tyler Sloves - Prudential Financial are here to assist you every step of the way. Visit their office in Melville, New York, to learn more about their comprehensive financial and insurance solutions.
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Physician Financial Services
● ClosedPhysician Financial Services is a finance institution located at 225 Broadhollow Road in Melville, New York, United States. Specializing in financial services tailored specifically for physicians, our team of experts is dedicated to helping medical professionals manage their finances and achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, Physician Financial Services is here to provide personalized guidance and support. Trust us to help you navigate the complexities of financial planning so you can focus on what matters most – your patients.
225 Broadhollow Rd Suite 115, Melville, NY 11747, United States -
Lighthouse Financial Network, LLC
● ClosedLighthouse Financial Network, LLC is a reputable finance and insurance agency located at 575 Broadhollow Road in Melville, New York. Our dedicated team of professionals is committed to providing personalized financial solutions to help individuals and businesses achieve their goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to guide you every step of the way. With a focus on integrity and transparency, Lighthouse Financial Network, LLC is your trusted partner in navigating the complexities of the financial world.
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Merrill Lynch Financial Advisor Corey Streim
● ClosedMerrill Lynch Financial Advisor Corey Streim, located at 1305 Walt Whitman Road, Melville, New York, United States, is a finance institution dedicated to understanding your financial goals and helping you achieve them. With a personalized approach and access to investment insights from Merrill and banking solutions from Bank of America, Corey Streim works with you to develop a plan that addresses your unique needs and priorities. By taking into account your aspirations, questions, and concerns, the institution aims to help you manage, grow, and preserve your wealth for the future. Whether you are planning for retirement, saving for a home, funding education, or passing on wealth to future generations, Corey Streim offers advice and guidance tailored to your specific goals. Through the Merrill Investment Advisory Program, you can benefit from custom strategies that balance risk and reward, ensuring you stay on track to meet your financial objectives. With a team of experienced professionals committed to building strong client relationships, Merrill Lynch Financial Advisor Corey Streim provides personalized service and support to help you achieve your financial goals.
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Craig James Financial Services, LLC
● ClosedCraig 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.
510 Broadhollow Rd Suite 204, Melville, NY 11747, United States -
Jeffrey E Wenzel - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJeffrey E Wenzel is a Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, 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®, Jeffrey E Wenzel offers comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with asset management, retirement planning, estate planning, investment strategies, insurance products, or tax and benefits planning, Jeffrey E Wenzel has the expertise and knowledge to help you navigate the complexities of financial planning. With a commitment to ethical practices and ongoing education, Jeffrey E Wenzel is dedicated to providing personalized and effective financial solutions to meet your unique needs.
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Ted Boutis - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTed Boutis is a Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road in Melville, New York, United States. Ted holds various certifications including the 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®. These certifications cover a wide range of financial planning topics including investment strategies, retirement planning, estate planning, risk management, and more. Ted is dedicated to providing expert financial advice to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and ongoing education, Ted Boutis is committed to helping clients achieve their financial goals.
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Charter Oak Financial - Melville, NY
● ClosedCharter 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.
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Comprehensive Hospitality Solutions, LLC
● ClosedComprehensive Hospitality Solutions, LLC is a leading accounting and finance institution located at 555 Broadhollow Road in Melville, New York, United States. Our team of experts specializes in providing comprehensive financial solutions tailored specifically for the hospitality industry. With a focus on accuracy, efficiency, and personalized service, we help businesses in the hospitality sector manage their finances effectively and achieve their financial goals. Whether you need assistance with budgeting, forecasting, tax planning, or financial analysis, our experienced professionals are here to help. Contact us today to learn more about how Comprehensive Hospitality Solutions, LLC can support your financial needs.
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Siena Wealth Advisory Group - Ameriprise Financial Services, LLC
● ClosedSiena 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.
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OneMain Financial
● ClosedOneMain Financial is a finance institution located at 425 Broadhollow Road in Melville, New York. They offer a range of financial services including personal loans, debt consolidation, and credit insurance. With a focus on providing personalized solutions to meet each individual's financial needs, OneMain Financial is dedicated to helping customers achieve their financial goals. Their experienced team of professionals is committed to providing excellent customer service and guidance throughout the loan process. Visit OneMain Financial in Melville for all your financial needs.
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All Access Financial
● OpenAll 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.
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Principal Financial Group
● ClosedPrincipal Financial Group, located at 48 South Service Road in Melville, New York, is a finance and insurance agency dedicated to helping individuals, businesses, and their employees achieve financial security. As part of the nationwide network of financial professionals affiliated with Principal Financial Group, we offer a range of services to meet our clients' needs. Our team is committed to building relationships and providing personalized solutions to help protect and grow your wealth. Whether you are looking for insurance products, life insurance, annuities, securities, or investment advisory services, our licensed professionals are here to assist you. Join us in making a difference in the financial well-being of our community. Let's work together to solve problems and create a brighter future.
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North American Partners in Anesthesia (NAPA)
● OpenNorth American Partners in Anesthesia (NAPA) is a leading healthcare institution located at 1305 Walt Whitman Road in Melville, New York, United States. With a focus on patient safety and satisfaction, NAPA offers innovative solutions in clinical care and operational excellence. As the largest single-specialty, clinician-led anesthesia organization in the U.S. with over 35 years of experience, NAPA serves more than 2 million patients annually. NAPA's collaborative community fosters teamwork and work-life balance, ensuring optimal outcomes for both patients and healthcare professionals. Through quality innovation, data analytics, and robust recruiting and retention programs, NAPA has achieved proven clinical, financial, and operational success.
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Voya Financial Advisors, Inc.
● ClosedVoya Financial Advisors, Inc. is a reputable finance institution located at 1 Huntington Quadrangle in Melville, New York, United States. They offer a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Voya Financial Advisors, Inc. provides personalized financial planning and investment strategies to meet the unique needs of their clients. Whether you are planning for retirement, saving for college, or investing for the future, Voya Financial Advisors, Inc. can help you navigate the complex world of finance with confidence and peace of mind.
1 Huntington Quadrangle #1C01, Melville, NY 11747, United StatesAdvertisements -
Gordon Financial Group LLC David N. Gordon Investment Advisor
● ClosedGordon Financial Group LLC David N. Gordon Investment Advisor is a reputable finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. Led by experienced investment advisor David N. Gordon, the institution offers a wide range of financial services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Gordon Financial Group LLC is dedicated to providing top-notch service and guidance to individuals and businesses seeking to secure their financial futures.
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Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a premier financial institution located at 58 South Service Road in Melville, New York, United States. As a leading finance institution, Morgan Stanley offers expert financial advice and guidance to help clients achieve their financial goals. With a team of experienced financial advisors, Morgan Stanley provides personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complex world of finance with confidence and clarity.
58 S Service Rd # 400, Melville, NY 11747, United States
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