The 30 Best Small business audit city in Melville, New York

Andrew Drost is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle in Melville, New York, United States. Specializing in finance, Andrew Drost holds various certifications 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®, 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®. These certifications demonstrate Andrew Drost's expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Andrew Drost provides comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for advice on investments, insurance products, estate planning, or retirement income, Andrew Drost is dedicated to helping clients achieve their financial goals.

Melody Yr Graham is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. Melody holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Melody provides tailored financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you need assistance with portfolio management, insurance products, tax planning, or retirement strategies, Melody Yr Graham is dedicated to helping you achieve your financial goals.

Charles P Albrecht is a financial advisor at Ameriprise Financial Services, LLC located at 445 Broadhollow Road, Melville, New York, United States. He holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. Charles is dedicated to providing personalized financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With his comprehensive knowledge and commitment to ethical practices, he helps clients navigate complex financial decisions and achieve their long-term goals. Contact Charles P Albrecht today for expert financial guidance tailored to your specific needs.

Jeffrey 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.

Thomas J Morra is a financial advisor at Ameriprise Financial Services, LLC located at 1 Huntington Quadrangle, Melville, New York, United States. He holds multiple certifications 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®. These certifications demonstrate his expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, and more. Thomas J Morra is dedicated to providing high-quality financial advice and services to individuals and businesses, helping them achieve their financial goals.

Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 200 Broadhollow Road, Melville, New York, United States. Robert Pecoraro holds various certifications such as 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®, 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®. These certifications demonstrate expertise in various areas of financial planning, including asset management, estate planning, retirement planning, and investment management. Robert Pecoraro is dedicated to providing comprehensive financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Robert Pecoraro - Financial Advisor, Ameriprise Financial Services, LLC for expert guidance on your financial goals.

Ted 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.

Oppenheimer & Co. Inc. is a prestigious finance institution located at 2 Jericho Plaza in Jericho, New York, United States. The Jericho office is managed by Laura Kellerman, a seasoned leader with over 30 years of experience in Financial Services. Laura also oversees the Hauppauge, Melville, and West Hampton branches, collectively forming Oppenheimer's Long Island region. The advisors in this region manage approximately $2.4 billion in assets and have received industry accolades such as the "FT 401" by the Financial Times and recognition in the Long Island Business Reviews' "40 Under 40" and "Top Advisor" lists. The Jericho branch is situated in a modern building with state-of-the-art technology and amenities. The private offices offer a serene atmosphere with large windows for brightness and productivity. The building is centrally located on Jericho Turnpike, convenient for commuters, and offers ample parking for employees and clients. Additionally, the building features amenities like conference facilities, a Starbucks, fitness room, spa, cafeteria, and 24-hour security.

Bryant Weintraub, Branch Manager at Ameriprise Financial Services, LLC, located at 200 Broadhollow Road in Melville, New York, is a finance institution offering a wide range of services to meet the diverse needs of individuals and businesses. With certifications such as AAMS, ADPA, AEP, AIF, APMA, AWMA, and many more, Bryant Weintraub and his team are equipped to provide expert advice and guidance on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, Bryant Weintraub and his team have the knowledge and expertise to help you achieve your financial goals. With a commitment to ethical practices and ongoing education, Bryant Weintraub is dedicated to providing top-notch financial services to clients in the New York area and beyond.

Royal Alliance Associates is a leading financial institution located at 48 South Service Road in Melville, New York. As a premier provider of financial services in the United States, Royal Alliance Associates offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced and knowledgeable financial advisors, Royal Alliance Associates is dedicated to providing personalized and comprehensive financial planning services to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Royal Alliance Associates is committed to helping you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Financial Advisor Peggy Mahoney is a trusted finance institution located at 300 Broadhollow Road, Melville, New York, United States. Peggy Mahoney is an accessible, knowledgeable, and experienced financial advisor who is dedicated to building strong relationships with her clients. With over 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals, Peggy Mahoney brings a unique disciplined high touch approach to her practice. She focuses on building deep connections with her clients and being the center of their household's financial decision-making team. Peggy Mahoney graduated from Queens College with a degree in Accounting and has a passion for helping clients make important financial decisions. She offers a comprehensive approach to managing wealth by getting to know her clients, their families, financial situations, and what matters most to them. By providing access to the investment insights of Merrill and the banking convenience of Bank of America, Peggy Mahoney helps address various aspects of her clients' financial lives.

The Russell Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a focus on wealth management, this institution offers a range of financial services to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and strategic planning to help clients navigate the complexities of the financial market. Whether you are looking to grow your investments, plan for retirement, or protect your assets, The Russell Wealth Management Group - UBS Financial Services Inc. is dedicated to helping you secure a stable financial future.

Douglas Graham - UBS Financial Services Inc. is a reputable financial institution located at 58 South Service Road in Melville, New York, United States. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to individual and corporate clients, including wealth management, investment advisory, and financial planning. With a team of experienced professionals, Douglas Graham - UBS Financial Services Inc. is dedicated to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.

Mark T Greco - Morgan Stanley is a finance institution located at 58 South Service Road in Melville, New York, United States. As part of the renowned Morgan Stanley brand, this institution offers a wide range of financial services to help clients achieve their investment goals. With a team of experienced professionals, Mark T Greco - Morgan Stanley provides personalized financial advice and solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Stephen Kaplan - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for providing top-tier financial services, Stephen Kaplan - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions to individuals, families, and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Stephen Kaplan - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you achieve financial success.

GM Advisory Group is a leading finance institution located at 400 Broadhollow Road in Melville, New York. Specializing in providing expert financial advisory services, GM Advisory Group offers personalized solutions to help clients navigate the complexities of the financial world. With a team of experienced professionals, they strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, GM Advisory Group is dedicated to providing top-notch financial guidance tailored to your specific needs.

Michael O'Keeffe, a Financial Advisor at Ameriprise Financial Services, LLC in Melville, New York, United States, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Michael is well-equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Michael O'Keeffe can help guide you towards your financial goals. With a commitment to ethical practices and ongoing education, Michael is dedicated to providing top-notch financial services to his clients.

Jeremy O'Brien - Morgan Stanley is a renowned finance institution located at 58 South Service Road in Melville, New York, United States. With a strong reputation for excellence and expertise in the financial industry, Jeremy O'Brien - Morgan Stanley offers a wide range of financial services to meet the needs of their clients. Whether you are looking for investment advice, wealth management, or retirement planning, the knowledgeable team at Jeremy O'Brien - Morgan Stanley is dedicated to helping you achieve your financial goals. Trust in their experience and commitment to providing top-notch financial solutions for individuals and businesses alike.

Robert Ackerman - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong emphasis on providing top-notch financial services to its clients, the institution is known for its expertise in wealth management, investment advisory, and financial planning. The team at Robert Ackerman - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. With a commitment to excellence and integrity, this institution is a trusted partner for those seeking sound financial advice and solutions.

The Empire Group - UBS Financial Services Inc. is a leading finance institution located at 58 South Service Road in Melville, New York, United States. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a strong reputation for excellence and integrity, The Empire Group - UBS Financial Services Inc. is committed to delivering top-notch financial services to individuals, families, and businesses.

CEP Consultants Inc is a reputable finance institution located at 1800 Walt Whitman Road in Melville, New York. With a team of experienced professionals, CEP Consultants Inc provides a wide range of financial services to individuals and businesses in the United States. From financial planning to investment management, CEP Consultants Inc is dedicated to helping clients achieve their financial goals. Visit us today to learn more about our services and how we can help you secure your financial future.

Raymond James Financial Services is a finance institution located at 445 Broadhollow Road in Melville, New York. As a leading financial services firm, Raymond James provides a wide range of investment and wealth management services to individuals, businesses, and institutions. With a team of experienced financial advisors and experts, they offer personalized solutions to help clients achieve their financial goals and secure their financial future. Whether you are looking for retirement planning, investment advice, or estate planning, Raymond James Financial Services is dedicated to providing top-notch services and guidance to help you navigate the complexities of the financial world.

Michael J O'Keeffe - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 1 Huntington Quadrangle, Melville, New York, United States. The institution offers a range of 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®, 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®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, and financial analysis. The institution is committed to providing top-notch financial advice and services to individuals and businesses, ensuring that clients receive the highest level of professionalism and expertise.

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.

The Long Island Market - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong presence in the financial industry, this institution provides a wide range of financial services to its clients. From investment management to wealth planning, their team of experts is dedicated to helping individuals and businesses achieve their financial goals. Visit The Long Island Market - UBS Financial Services Inc. for personalized financial guidance and top-notch service.

SW Financial is a leading finance institution located at 1295 Walt Whitman Road in Melville, New York, United States. With a strong reputation for providing top-notch financial services, SW Financial offers a wide range of solutions tailored to meet the unique needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today and see how SW Financial can help secure your 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."

Macchiarola Roy J is a reputable accounting and finance institution located at 734 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Macchiarola Roy J is dedicated to helping you achieve your financial goals. Trustworthy and reliable, this institution is committed to providing excellent service and expertise in all areas of accounting and finance.

Greene & Company LLP is a reputable accounting and finance firm located at 425 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax planning, auditing, financial consulting, and more. Known for their expertise and dedication to client satisfaction, Greene & Company LLP is a trusted partner for individuals and businesses seeking top-notch financial guidance.

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.